Fintech Integration Marketplace

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


AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.

The company’s applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail.

  • Investment Analytics
    • Investment Screening
    • Returns Based Style Analysis
    • Holdings Based Style Analysis
    • Attribution Analysis
    • Fact Sheet Automation
  • Portfolio Modeling:
    • Asset Allocation
    • Hypothetical Illustrations
    • Scenario Analysis
    • Stress Testing
    • Multi-Factor Regression
    • Efficient Frontier Optimization
  • Proposal Generation
    • Interactive Risk Profile Questionnaire
    • Goals Analysis with Monte Carlo Simulation
    • ACQUIRE Lead Generation
    • Digital On-boarding
    • Customizable Branding
    • Disclosure Editing
    • Investment Policy Statement
  • Business Intelligence

Companies that integrate with AdvisoryWorld

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

Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
CFRA Research
CFRA provides independent and actionable research and analytics to its global subscribers to improve their investment and business decisions.
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.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

No partnership categories yet.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.