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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Automation

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Zapier

Zapier gives people internet superpowers by letting them easily connect and automate the apps they use. Partners, including Salesforce, Intuit, Google, and Dropbox, utilize Zapier to offer their customers integrations with 1,000+ apps. The Zapier Developer Platform enables developers to add APIs for private or public use.

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Zapier

Companies that integrate with Zapier

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

Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.
#CRM #Broker-Dealer Platforms
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Riskalyze
Riskalyze
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.
#Risk Management #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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