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 / Custodian

Categories

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

Bank of America Merril Lynch

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009.

Website

https://www.bofaml.com/

Contacts

https://www.facebook.com/BankofAmerica

https://www.linkedin.com/company/bank-of-america-merrill-lynch/

https://twitter.com/bofa_business

Bank of America
  • Strategic Advice
  • Transaction Services
  • Research Insights
  • Business Banking Solutions
  • Funding Growth
  • Growing Globally
  • Fraud and Cybersecurity
  • Attracting & Retaining Talent
  • Optimizing Trading Performance
Bank of America

Companies that integrate with the Bank of America

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

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 #Risk Profiling #Trading
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
LifeYield
LifeYield, LLC - Enterprise
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

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.

Bank of America

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.