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Fintech Integration Marketplace

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Fintech Integration Marketplace / Other / Content Management

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Dropbox

Dropbox is the world’s first smart workspace. We bring all your team’s content together while letting you use the tools you love. And we help cut through the clutter, surfacing what matters most.

Website

https://www.dropbox.com/

Contacts

https://www.facebook.com/Dropbox

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

http://www.twitter.com/dropbox

Dropbox
  • Secure Storage
  • Mobile offline folders
  • Remote account wipe
  • Document watermarking
  • Single admin login to manage multiple teams
  • Admin console and audit log
  • 256-bit AES and SSL/TLS encryption
  • Granular sharing permissions
  • Single sign on (SSO) integration
  • Invite enforcement
  • Email and live chat support
Dropbox

Companies that integrate with Dropbox

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

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
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

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Dropbox

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