Fintech Integration Marketplace

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

Advizr | Orion Advisors Services

Advizr entered the advisor tech space in 2012 and expanded its focus to the employee financial wellness market. Its client experience platform is known for its sleek interface and intuitive user experience, Orion noted in a July 11 announcement about the acquisition.

Advizr’s technology allows advisors, financial institutions and employers to engage investors in various ways, depending on each client’s service model — from highly collaborative to fully investor-led, Orion said. That versatility is accompanied by a “best-in-class” client portal that Orion said provides investors with a variety of “dynamic personal financial management capabilities powered by a comprehensive financial planning engine.” With its ability to seamlessly support goal- and cash-flow-based methodologies, Advizr has made the traditionally complex planning experience easier, Orion said.

  • Financial Planning

Companies that integrate with Advizr

Each integration enriches the platform with data or features that provide comprehensive service and enhance the 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.
Blueleaf is a provider of Financial Relationship Management Software.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
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.
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
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.
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
Wealthbox is a web-and-mobile CRM application for financial professionals.

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.