Vanguard Integrations

At APS, our mission is simple: to make payroll and HR easier. Our comprehensive, user-friendly SaaS platform is designed to streamline human capital management for organizations, enabling efficient payroll processing, automated HR workflows, and an enhanced employee lifecycle—all in one place. With decades of industry expertise, APS is your dependable partner, committed to continuous improvement and innovative solutions that meet the evolving needs of our clients. Our clients and partners benefit from personalized service and dedicated support, helping them achieve their goals effortlessly. Businesses choose APS as their trusted workforce partner because of our unwavering commitment to the customer experience, reflected in our 98% customer satisfaction rate. Experience the APS difference—where professional, approachable, and innovative service meets your HCM needs.

isolved is a provider of human capital management (HCM) solutions that help organizations recruit, retain and elevate their workforce. More than 195,000 employers and 8 million employees rely on isolved's software and services to streamline human resource (HR) operations and deliver employee experiences that matter. isolved People Cloud™ is a unified yet modular HCM platform with built-in artificial intelligence (AI) and analytics that connects HR, payroll, benefits, and workforce and talent management into a single solution that drives better business outcomes. Through the Sidekick Advantage™, isolved also provides expert guidance, embedded services and an engaged community that empowers People Heroes™ to grow their companies and careers.

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

​PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.

Ditch the spreadsheet and use a modern solution to track your dividend income. The Dividend Tracker shows you exactly how much you can expect to earn, and when it'll hit your brokerage account. Our dividend payout calendar helps users keep track of their upcoming dividend payments. Easily see how much you'll be paid, the date you'll receive your dividends, and a breakdown of the companies paying out. This is key for investors who rely on dividends as a primary or supplemental source of income. With our dividend payout calendar, users can easily plan their finances and stay on top of their investment income. Get notified as soon as new dividend payments are announced, or when a company increases or cuts their dividends. Using our suite of calculators and tools, project your dividend income into the future and see how your dividends compound over time.

Effortlessly manage your workforce’s payroll, HR, benefits, onboarding, offboarding, and more, all in one place. Simplify your operations with our latest exclusive HR tech software. Enjoy streamlined processes and enhanced efficiency. Whether you are dealing with payroll processing, performance reviews, or managing employee lifecycles, our human capital management (HCM) system makes it easy. With personalized customer service unmatched in the industry, HR processes are simplified and payroll is easy. Unlike single sign-on systems, the AllianceHCM Suite stores all employee data in one HCM platform. You can make real-time updates across all active services efficiently. Eliminate errors that occur when entering or importing data from several different systems. With AllianceHCM software solutions you’ll never need to switch platforms or log in to multiple systems. No more re-keying information or opening numerous spreadsheets.

Wisor empowers and automates the entire supply chain journey for freight forwarders and their customers. Accelerate your sales team’s response time, streamline post-sales operations, and deliver a comprehensive and fast digital experience to your customers. Be on top of your company’s performance. Identify your opportunities and weaknesses at a glance and make better decisions, effortlessly and in real-time. Quickly assess your business’ strengths and opportunities for improvement with our real-time analytics, enabling you to make informed decisions with ease. Seamlessly manage your pricing contracts, connect to online spot rates and tariffs, and communicate with agents, all from one platform. Maximize your profits and save time by creating automatic and instant quotes. Wisor will generate the optimal quote for your customer and for yourself, all based on your own tariffs, agents, and providers.

Taiki offers a universal API designed to automate the extraction of tax documents and data from various payroll and financial providers. This solution enables users to bypass manual document uploads by securely connecting to multiple financial platforms, facilitating the retrieval of tax information. The API supports a wide range of documents, including 1040s, W-2s, 1099s, and bank statements, among others. By leveraging built-in document processing, users can specify and obtain only the necessary data fields, streamlining the data retrieval process. Taiki's integration capabilities encompass numerous financial institutions and services, such as ADP, Bank of America, PayPal, and TurboTax, ensuring comprehensive coverage for diverse user needs. The platform offers flexible pricing models, including pay-as-you-go and per-user annual subscriptions, catering to both individual and enterprise requirements. Implementation is designed to be swift.

Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform.

CFO Silvia is an AI-powered personal CFO designed to help individuals track, understand, and optimize their entire financial life in one place. It connects to thousands of bank accounts, crypto wallets, trading platforms, and also tracks physical assets like real estate, vehicles, and collectibles. CFO Silvia provides real-time insights into net worth, portfolio performance, and asset allocation through a clean, intuitive dashboard. Users can chat with CFO Silvia to receive personalized insights on investments, taxes, risk exposure, and cash management. The platform continuously scans portfolios for costly issues such as high fees, concentration risk, and idle cash. CFO Silvia also supports scenario analysis, allowing users to explore “what if” financial outcomes using current market data. Built with bank-level security, CFO Silvia prioritizes privacy and protection across every interaction.