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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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TIAA

TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people. We support our customers every step of the way as they plan for and reach financial milestones, just as we have for 100 years.

TIAA-CREF Individual & Institutional Services, LLC, Members FINRA and SIPC, distribute securities products.

Website

https://www.tiaa.org/

Contacts

https://www.facebook.com/TIAA/

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

https://twitter.com/tiaa

TIAA
  • Living in retirement
  • Saving and budgeting
  • Investing my money
  • Lifetime income
  • Planning retirement
  • Planning for life’s events
TIAA

Companies that integrate with TIAA

Essentially an API can share valuable data and enhance the functionalities of an existing system with integration of new features.

FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
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.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
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.
#Risk Profiling #Portfolio Reporting

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TIAA

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