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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Document Management

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Wealth Management
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Advisor360
Advisor360 | Commonwealth Financial

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

#Broker-Dealer Platforms #Analytics #CRM #Document Management #Financial Planning #Rebalancing #Portfolio Management #Portfolio Reporting
advyzon
Advyzon

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

#CRM #Billing #Document Management
Agreement Express
Agreement Express

Agreement Express is the leading client onboarding automation provider for financial services.

#Document Management
FundCount
FundCount

FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting.

#Portfolio Accounting #Account Aggregation #Document Management #Document Management
Pershing
NetX360 | Pershing

NetX360 is Pershing’s digitally enabled professional platform for broker-dealers, wealth managers and advisors.

#Account Aggregation #Analytics #Custodial Platforms #Document Management #Financial Planning #Portfolio Management #Trading #Portfolio Reporting #Cybersecurity
SmartRIA
SmartRIA

SmartRIA is a US-based software company serving wealth managers in the Americas and EU

#Compliance #Collaboration Tools #Communication Tools #Document Management