Integration partners
Advyzon is an all-inclusive client and portfolio management platform to help advisors grow their business profitably.
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Portfolios in SS&C Advent’s Black Diamond® wealth platform can be analyzed in Portfolio Lab without the need to manually import data.
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BlueLeaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation.
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Orion helps financial advisors enjoy their business again with a suite of technology and service solutions providing integration, customization and scale. Integration available April 2017.
Redtail Technology is a leader in web-based client relationship management for the financial adviser.
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Kwanti is a participant in Schwab OpenView MarketSquare™ and can import files from Schwab Advisor Services.
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Through the Veo® platform's open access capabilities, advisors can access their clients' TD Ameritrade Institutional account data in Portfolio Lab.
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TradePMR provides Brokerage and Custody services to RIAs. TradePMR accounts can be linked into Kwanti Portfolio Lab.
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Other partners
Through our partnership with the Financial Planning Association we offer a discount to XYPN members.
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We offer a discount to FPA members.
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