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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Eaton Vance

Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From offices in North America, Europe, Asia and Australia, Eaton Vance’s affiliates offer a broad complement of investment strategies and wealth management solutions. Exemplary service, timely innovation and attractive returns over market cycles have been hallmarks of Eaton Vance since 1924.

Website

https://www.eatonvance.com/

Contacts

https://www.facebook.com/eatonvancecorp/

https://www.linkedin.com/company/eaton-vance/

https://twitter.com/EatonVance

Eaton Vance
  • Tax Management
  • Bond Funds
  • Personalized Portfolios
  • Responsible Investing
  • Global Investing
  • Equity Research
  • Managed Munis
  • Concentrated Wealth Solutions
Eaton Vance

Companies that integrate with Eaton Vance

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.
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Eaton Vance

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