Fintech Integration Marketplace

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

Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and empowers advisors to automate client accounts with Autopilot Trading. The company also delivered the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables compliance teams and enterprises to develop real-time visibility, increase revenue, spot issues, and navigate changing fiduciary rules with Compliance Cloud.

Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly.

Riskalyze
  • Riskalyze
  • Autopilot
  • Retirement Solutions
  • Partner Store
  • Compliance Cloud
Riskalyze

Companies that integrate with Riskalyze

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

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
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.
BlackRock
BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
Cambridge Investment Research
Cambridge Investment Research
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control.
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
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.
DocuSign
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
FIX Flyer
FIX Flyer
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.
Franklin Resources
Franklin Templeton
Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
TD Ameritrade
iRebal | TD Ameritrade
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
Kwanti
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
LifeYield
LifeYield
LifeYield provides industry-leading software helping advisors show investors how to save money on taxes.
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
MyRepChat
MyRepChat
MyRepChat - a compliant SMS messenger for regulated industry professionals
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.
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.
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
Raymond James
Raymond James
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
RBC
RBC
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
Shareholders Service Group
Shareholders Service Group
Shareholders Service Group, Inc. is an asset custodian for independent registered investment advisors.
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
Vestwell
Vestwell
Vestwell is an entirely new kind of digital retirement platform transforming the way plans are offered and administered — for the benefit of advisors, employers, and employees alike.
Vise AI
Vise AI
Vise automates investment management for financial advisors using artificial intelligence.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
Zapier
Zapier
Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.

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