Fintech Integration Marketplace

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

AdvisorPeak

Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research and development in tax-smart portfolio trading and rebalancing. AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals.

AdvisorPeak’s innovative trading platform integrates with industry leading Risk Analytic, Portfolio Management Platforms and Custodians for a seamless trading experience. With these integrations, AdvisorPeak has built the first and only platform that incorporates tax-smart household efficiency and risk analysis in combination with rebalancing and Trade Order Management capabilities in a single software platform.

AdvisorPeak

Trading
Rebalancing

AdvisorPeak

Companies that integrate with AdvisorPeak

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advisor Logistics
Advisor Logistics
Advisor Logistics is a group of former investment advisors, portfolio managers and financial software experts offering customized portfolio management overlay services to the RIA Community.
Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
AllBackoffice
AllBackoffice Consulting
AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.
AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
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.
BOSS
BOSS
BOSS has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today.
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.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
Efficient Practice
Efficient Practice
The Efficient Practice offers consulting, coaching, software and resources that transform and optimize all areas of business operations, simplifying your life and increasing the productivity, efficiency and profitability of your firm.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
LifeYield
LifeYield
LifeYield provides industry-leading software helping advisors show investors how to save money on taxes.
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Fidelity
National Financial Services | Fidelity
National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Pershing
Pershing
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.
Envestnet | Tamarac
PortfolioCenter (Envestnet | Tamarac)
PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different configurations.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Shareholders Service Group
Shareholders Service Group
Shareholders Service Group, Inc. is an asset custodian for independent registered investment advisors.
StratiFi
STRATiFi
StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.

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