Guides & Resources

You can download our guides to learn more about our internal processes from recruiting and onboarding to security and software delivery. Each guide is packed with advice, examples, and checklists that can be used to ensure other vendors do it right.

7 Guides Found

Integration of a Fintech Platform with BNY Mellon’s Albridge

Our whitepaper will help you fill in the gaps in the Albridge’s offerings and ensure a transparent and risk-free integration process.

Integrations Report: Financial Planning Tools

In WealthTech, financial planning is king. No wonder that integrations are thriving around such solutions, see details

Integrations Report: Risk Tolerance Tools

Is the risk tolerance landscape no good without Riskalyze? The four researched solutions show decent partnerships numbers.

Integrations Report: Portfolio Management

Why is portfolio management the most interconnected WealthTech solutions category? Find out more insights on this here

Integration Report: Trading & Rebalancing Tools

The trading & rebalancing joint category gathers 12 companies to show their integration variety and partnership benefits

Integrations Report: WealthTech CRM Tools

Can you guess the top 3 CRM tools by the number of wealthtech integrations? The actual top can be a surprise, check it out

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