Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
AdvisorTouch delivers a comprehensive suite of solutions to help you create an integrated practice with systems and processes to help you grow in efficiency as you grow your business.
Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.
Ascensus focuses on making saving straightforward, effective, and affordable while making a difference in millions of financial lives.
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
BMO is a leading bank focused on building, investing and transforming to drive performance and continue growing the good.
Collegiate Funding Solutions (CFS) is a leading provider of innovative and integrated web-based college planning and funding solutions and college planning software for the financial services industry and financial services professionals.
Edward Jones is a leader in the financial-services industry that takes a personal approach to business.
Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
The UK’s market-leading cashflow modelling software for professional Financial Planners. Provided by Prestwood Software Limited, Truth is designed by Financial Planners for Financial Planners.
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
RightCapital’s innovative financial planning solution allows financial advisors to:
• Differentiate their value for more clients.
• Create a simple plan in as little as 10 minutes.
• Empower themselves to evolve with planning needs.