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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Account Aggregation

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AI Labs

AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients. Our solution is an “ecosystem” because the features and integrations make a single advisor/client experience based on your existing tech stack — not a complicated table of proprietary tools. We help leverage your existing sunk costs in siloed technology bringing them all together so you can get more power from each.

Website

https://advisorinnovationlabs.com/

Contacts

https://www.linkedin.com/company/advisor-innovation-labs/

https://twitter.com/AdvisorLabs

AI Labs
  • Client Prospecting
  • Reporting
  • Account Aggregation
  • Planning
  • Client Collaboration
  • Account Opening & Servicing
AI Labs

Companies that integrate with AI Labs

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

Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning

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AI Labs

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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.