Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

AdvicePay
AdvicePay

AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning.

Advisor Back Office
Advisor Back Office

ABO Technologies offers a platform for flexible fee billing and portfolio trading.

Envestnet | Tamarac
Advisor View | Tamarac | Envestnet

Advisor View delivers powerful portfolio analysis, flexible reporting, and extensive billing capabilities.

AdvisorEngine
AdvisorEngine

AdvisorEngine builds powerful and intuitive technology for financial advisors.

advyzon
Advyzon

Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.

SEI
Archway Technology Partners

Archway develops market leading technology and delivers award-winning solutions for some of the largest family offices and financial institutions in the world.

AssetBook
AssetBook

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.

BaySys
BaySys Tech

BaySys Technology is a global outsourcing and technology firm specializing in streamlining your firm’s portfolio management operations, reporting and billing processes.

Arcons Technology
billPort | Arcons Technology

With billPort, your firm will eliminate manual data entry, spreadsheets and multiple applications typically used in the industry today for client billing.

Black Diamond
Black Diamond | Advent | SS&C

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.

Blueleaf
Blueleaf

Blueleaf is a provider of Financial Relationship Management Software.

Bridge Financial Technology
Bridge Financial Technology

BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.

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