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Fintech Integration Marketplace / Wealth Management / Financial Planning

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BlackRock

BlackRock is a global investment manager and technology provider who helps investors of all types achieve their financial goals.

BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life. From shop assistants in your local stores to national organizations and non-profits, BlackRock has helped people take control of their financial security for more than 30 years.

Website

https://www.blackrock.com/

Contacts

groupprivacy@blackrock.com

https://www.facebook.com/BlackRock

https://www.linkedin.com/company/blackrock/

https://twitter.com/blackrock

BlackRock
  • Investment Solutions
  • iShares ETFs
  • Aladdin Technology
BlackRock

Companies that integrate with BlackRock

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

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Orion
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.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
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 #Trading #Portfolio Management #Proposal Generation
Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
#Risk Profiling #Retirement Planning
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting

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BlackRock

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