Data Marketplace


We enable access to the most widely used data applications and provide integrations, ensuring that any customer can access the most essential data, cleaned and enriched by our systems, in all their most critical workflows.


View our integration partners:

  • Advisors Assistant (FMG Company)
  • AdvisoryWorld
  • AllData by Fiserv
  • AppCrown:
  • BlackRock Advisor Site
  • ByAllAccounts
  • Eaton Vance
  • eMoneyAdvisor
  • Grendel Online (Equisoft)
  • Hidden Levers (Orion)
  • Advisor Engine CRM (Junxure)
  • Marstone
  • MoneyGuidePro
  • moneytree
  • Morningstar
  • NaviPlan (Advicent)
  • Gentech (Nexus)
  • Redtail
  • RightCapital
  • Riskalyze
  • SmartOffice (Ebix)
  • Wealthscape
  • Sycamore
  • TD Ameritrade Veo SSO
  • TotumRisk (Tifin)
  • IncomeConductor
  • Wealth2K
  • Wealthbox

Want to learn more about our data partners?