Fintech Integration Marketplace

AdviceNext is a multi-year strategic initiative designed to bring the right tools, integrated digital technology, and practice building resources to improve the advisor and client experience at every touchpoint.

Advisor360° is a subsidiary of Commonwealth Financial Network (Waltham, Mass.), the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S.

Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.

Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including AXA Advisors, LLC, which is an innovative financial services company offering some of the most competitive, retirement planning, and investment strategy platforms, and compensation model.

BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.

Cetera Advisor Networks is an independent broker-dealer that was founded in 1983 as Financial Network Investment Corporation, a pioneer on the emergent independent-contractor broker-dealer scene.

Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.

ClientWorks is a comprehensive advisor platform designed to help advisors spend less time on operational tasks and devote more time to building relationships and achieving practice goals.

Commonwealth Financial Network is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer.

E*TRADE is a leading financial services company and pioneer in the online brokerage industry.

Elite Wealth Advisors Ltd, a trusted and well diversified financial services company, deals in Broking, Financial Planning, PMS, Realty & Insurance.