Add Your Solution

Fintech Integration Marketplace

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

Fintech Integration Marketplace / Wealth Management / Account Aggregation

Categories

View All View All
Wealth Management
Payments
Insurance
Security
Banking
Other
Hide

Albridge Applink

Albridge has relationships with more than 50 of the industry’s leading technology providers. Through our Applink™ integration solution, clients can seamlessly access tools for Customer Relationship Management (CRM), portfolio management, risk management and more. This drives efficiency and allows advisors to maximize the use of client account data. Our interoperability helps firms and advisors create an integrated technology ecosystem of best-of-breed providers.

Website

https://www.albridge.com/integrations/applink-technology-providers

Contacts

https://www.facebook.com/Albridge/

Albridge | BNYMellon

Integrated Technology Ecosystem

Albridge | BNYMellon

Companies that integrate with Applink

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

Advisor Products
Advisor Products
Advisor Products content marketing toolset provides easy-to-use communication tools and measurable results.
#Content Management
BIGContacts
BIGContacts
BIGContacts CRM is used by thousands of clients across the globe.
#CRM
BlackRock
BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.
#Financial Planning #Broker-Dealer Platforms #Trading #Retirement Planning
BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
#Rebalancing #Trading #Risk Profiling
BondWave
BondWave
BondWave is a financial technology company specializing in fixed income solutions.
#Investment Research #Analytics #Trading #Portfolio Reporting #Proposal Generation
Cheshire Wealth Manager
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.
#Financial Planning #Analytics
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.
#Portfolio Management #Tax Planning
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Envestnet
Finance Logix | Envestnet
Finance Logix provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
#Financial Planning
fiserv
Fiserv
Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization.
#Account Aggregation #Analytics #Risk Profiling #Data&Analytics #Core Banking #Cybersecurity #Lending #Online Banking #Taxes Solutions / Bills / Invoices
Gravity Investments
Gravity Investments
Gravity Investments works with Registered Investment Advisors, Broker/Dealers and Institutional Investors, in a collaborative fashion, to optimize and automate custom portfolio solutions.
#Analytics #Automation #Risk Profiling #Investment Research #TAMP #Proposal Generation
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
instream
inStream
Regardless of the size of your organization, inStream can help streamline your payment processing by creating a fully outsourced solution that adds to your suite of capabilities, enabling you to attract new customers
#Payment Processing
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
#Content Management
LifeYield
LifeYield, LLC
LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.
#Tax Planning #Financial Planning #Rebalancing #Portfolio Management
Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.
#Financial Planning #Analytics #Investment Research
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
Morningstar
Morningstar Advisor Workstation
Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations.
#Investment Research #Analytics
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
#Financial Planning #Account Aggregation #Analytics #Portfolio Management #Risk Profiling #Retirement Planning #Tax Planning
Pershing
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
#Account Aggregation #Analytics #Custodial Platforms #Document Management #Financial Planning #Trading #Portfolio Management #Portfolio Reporting #Cybersecurity
ProTracker
ProTracker Advantage
ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses.
#CRM
Quik
Quik!
Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity.
#Content Management
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
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.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
RiskPro
RiskPro
RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting portfolios for their clients.
#Risk Profiling #Analytics #Investment Research #Portfolio Reporting #Retirement Planning
RiXtrema
RiXtrema
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.
#Retirement Planning #Analytics #Financial Planning #Risk Profiling
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
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.
#Custodial Platforms
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

No partnership categories yet.

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

Albridge | BNYMellon

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.