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INTEGRATION RELATIONSHIPS
We
"play well"
with these other software programs . . .
Member Company Integrations
Non-Member Integrations
CRM / OFFICE MANAGEMENT
INTEGRATIONS
CRM Software (Junxure)
Redtail Technology
PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Albridge Solutions
Black Diamond Performance Reporting
BridgePortfolio.com, Inc.
dbCAMS+ (FCSI)
Orion Advisor Services
Schwab Performance Technologies
(PortfolioCenter)
OTHER ADVISOR SERVICES
INTEGRATIONS
IPS AdvisorPro
Member Company Integrations
Non-Member Integrations
OTHER ADVISOR SERVICES
CashEdge
Collegiate Funding Solutions
E-Z Data
Forefield Inc.
FinaMetrica
Grendel
Investigo
Morningstar Advisor Workstation
Morningstar Principia
Upswing CRM
