Add Your Solution

Fintech Integration Marketplace

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

Fintech Integration Marketplace / Security / Compliance

Categories

View All View All
Wealth Management
Payments
Insurance
Security
Banking
Other
Hide

SmartRIA

SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single platform than do any of our competitors, and by offering greater ease and best-in-class customer service. These differentiators have led to some of the largest companies in our industry recommending SmartRIA and signing deals with us.

Website

https://www.smart-ria.com/

Contacts

mac@smart-ria.com

https://www.facebook.com/smartriaco

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

https://twitter.com/smartriaco

SmartRIA

SmartRIA Pro Compliance Platform

SmartRIA

Companies that integrate with SmartRIA

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

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.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Bridge Financial Technology
Bridge Financial Technology
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
#Billing #Account Aggregation
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
#Broker-Dealer Platforms #Trading #Portfolio Management #Retirement Planning
Plaid
Plaid
Plaid was founded in 2013. At launch, they aimed to be a money management tool but have since pivoted to help financial institutions aggregate data.
#Account Aggregation #Lending #Online Banking
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
Charles Schwab
Schwab Advisor Services
Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab.
#Custodial Platforms
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Trading #Portfolio Management #Investment Research #Retirement Planning
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

Interested in partnerships with:

  1. #Billing
  2. #CRM
  3. #Portfolio Management
SmartRIA

Get instant integration assistance

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.