Fintech Integration Marketplace

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Franklin Templeton

Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.

Franklin Resources
  • Preparing for financial milestones
  • Funding college educations
  • Taking a dream vacation
  • Retiring
Franklin Resources

Companies that integrate with Franklin Resources

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

LifeYield, LLC - Enterprise
LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.
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.
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.

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Franklin Resources

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