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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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Companies that integrate with Zapier

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

Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
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 Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
Salespad
SalesPad
SalesPad offers intuitive and dynamic business management software solutions.
#Wealth Management #Account Aggregation #Automation #Content Management #Document Management #Portfolio Management #Portfolio Reporting
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM

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