InvestWell Software
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
Plaid
Flinks
Plaid
Bank Account Starter API
Xignite
Financial Modeling Prep
MYOB AccountRight API
Credit Offers API
eShares
InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.
Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.
InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.
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Based on our record, Flinks seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
Bank account linking is not like account linking for any other website (eg. When you link your Google account to reddit). When you put your username/password into Questrade to link Tangerine, you are giving your credentials to a third party, https://flinks.com/, and they're signing in to your account in an automated way and scraping the information on the web page. So yes, the timing of it, and the fact that... Source: almost 2 years ago
I believe Plaid is available in Canada, and there’s also https://flinks.com which I think is a Canadian company. Source: over 2 years ago
RightCapital - RightCapital is a financial and tax planning software solution.
Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Bank Account Starter API - This API enables users to open a 360 Savings Account or a 360 Money Market Account.
Paro - Paro helps businesses manage their finances so business owners can focus on growth.
Xignite - Financial market data on-demand. Xignite financial Web services help build smarter websites and applications in minutes with zero up-front investment.
