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Fintech Integration Marketplace / Other / Document Management

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BOX.com

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on projects. The Box solution features secure access to manage and share documents across a range of platforms and devices.

Website

https://www.box.com/

Contacts

https://www.facebook.com/box

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

https://twitter.com/box

Box.com
  • Content Management
  • Security
  • Compliance
  • Seamless Collaboration
  • Budget Management
  • Contract Management
Box.com

Companies that integrate with Box

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.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #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 | 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
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
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
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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Box.com

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