ByAllAccounts Integrations

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

Never compromise security for convenience, choose both. Grow your team seamlessly by automating identity management for your web, mobile and legacy apps. Take efficiency to another level by integrating day-to-day applications with our identity management platform and enable employees, contractors and customers to work together seamlessly. Take advantage of pre-built integrations, Single Sign-On and one-click user provisioning and allow your team to conveniently sign in to any application passwordless with multi-factor authentication. Your workforce deserves easy access to your applications — whether they are cloud-based, custom-built or even integrated on-premise. High standards in identity management should not be limited to Fortune 500s — gain access to best-in-class security and accessibility features that protect your business, boost your efficiency and save valuable time. Whenever an employee tries to access a cloud app his login is now compliant with our access policies.

Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.

Real-time operations monitoring and data visualization, including KPIs, dashboards, trends, analytics, hierarchy and alerts. Aggregates all of your data sources (industrial, IoT, business, external, etc.) on the fly without moving the data, and displays it in real-time with obvious context on any device.

Brivo supports your whole company to achieve your physical security, scalability, cybersecurity, data analytics and customization needs. Brivo is the global leader in cloud-based access control and security platforms for commercial and multifamily properties. Our mission is to provide Simply Better Security solutions that improve user experiences for property managers, tenants, employees, and visitors. With over 20 million users and 1,500 authorized dealers, our SaaS platform has been unifying the security experience across access control, mobile credentials, video surveillance, identity federation, visitor management, intercoms, and elevator control since 2001. Hundreds of software partners and end users use our APIs and SDKs to extend our solutions to unique vertical market offerings. Brivo’s Vacation Rental Property Management is a cloud-based system that combines guest bookings, messaging, home automation, and security to increase property value and appeal.

A single hub to embed compliance into business operations for any team, tool or process. Designed to enable financial institutions to create, customize and manage regulatory controls across even the most distributed teams and efficiently direct the risk strategy for the entire organization. Get easy access to granular details about the decision trees and smart policies that make up your compliance protocols. The Apiax View module enables you to work with and explore verified regulatory content through our platform or in-house, seamlessly integrated into your system. Adjust regulatory knowledge to your language, entity structure and risk appetite. Make use of our friendly digitalization environment to turn your expertise into digital compliance rules and to make this knowledge easily accessible for everyone. Unlocking Rule View grants access to detailed information about the regulatory properties of the decision trees that are the backbone of more than 6'500 rulesets.

Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless.