Our technology is wide open – we work the way you work

Integrations
Custodians

custodians

We work across different custodians so that you can run your business your way.  We are integrated today with several leading firms, with more on the way:

  • Pershing

  • TD Ameritrade Institutional

  • Apex (Coming Soon)

  • Charles Schwab (Coming Soon)

  • Fidelity (Coming Soon)

  • Others (In Discussions)

Aggregation

account aggregation

We help financial advisors deliver holistic advice by providing full financial visibility for clients across 14,000 financial institutions:  

  • Quovo

CRM

CRM

Our CRM integrations enable seamless account management across different client types and households:

  • Redtail

  • Salesforce

  • WealthBox

  • Junxure (Coming Soon)

Analytics

INVESTMENT DATA + ANALYTICs

We partner with innovative analytics companies who are democratizing access to institutional quality analytics:  

  • FinMason

  • IDC

  • S&P

Trading

TRADING & REBALANCING

We provide tax-smart portfolio optimization and automated rebalancing options that scale across different firm setups and trading styles: 

  • iRebal

  • FolioDynamix

  • Orion

  • Smartleaf