Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

First Clearing

With an eye toward the future, we’re here to help client firms adapt and thrive in an ever-evolving market.

We provide firms with insights and resources to support their vision for guiding clients to a place of greater confidence about their life goals.

Because our background combines both clearing and wealth management, we’re well positioned to help firms and advisors pursue successful client outcomes for today and tomorrow.

As our industry changes, we continue to empower firms and their advisors to compete and succeed across a spectrum of business models – including full service broker-dealers, bank affiliated brokers, independent contractor broker-dealers, and independent SEC-registered investment advisory firms (RIAs).

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

First Clearing

Business Solutions:

  • Strategic Business Consultation
  • Growth
  • Risk Management
  • Operations
  • Data Analysis
  • Marketing Resources
  • Recruiting Solutions

Wealth Management:

  • Advisory Solutions
  • Research Center
  • Liabilities Management
  • Life Event Services

Advisor Workstation:

  • Client Dashboard
  • Envision®
  • Envision® Plan To Pie®
  • Smart2go®
  • Envision® Scenarios
  • Client Financial Review
  • Digital Client Account Access

Practice Management:

  • Growth Accelerator® Program
  • College Of Risk
  • First Clearing University
  • Connexion Forums
First Clearing

Companies that integrate with First Clearing

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

CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

First Clearing

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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.