Fintech Integration Marketplace

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

55ip
55ip

55ip’s investment engine and digital platform empowers advisors to deliver custom investment strategies at scale with advanced investment capabilities and intelligent automation

Betterment
Betterment

Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.

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.

Bank of Montreal
BMO (Bank of Montreal)

BMO is a leading bank focused on building, investing and transforming to drive performance and continue growing the good.

Carson Wealth
Carson Wealth

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations.

Eaton Vance
Eaton Vance

Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.

Folio Institutional
Folio Institutional

Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools.

TD Ameritrade
iRebal | TD Ameritrade

iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.

LifeYield
LifeYield

LifeYield provides industry-leading software helping advisors show investors how to save money on taxes.

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