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Buckler Open VRM
Vendor Directory
Supporting the Financial Services Industry
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All Vendors
Browse the list of our participating vendors who are streamlining their processes.
1776ing
Product/Service Name
1776ing
Service Type
Alternative Investments, Asset Management Platform
Status
Participating Vendor
Website
https://1776ing.com/
401(k) Marketing
Product/Service Name
401(k) Marketing
Service Type
Digital Marketing
Status
Participating Vendor
Website
https://www.401k-marketing.com/
Abacode
Product/Service Name
Abacode
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://abacode.com/
Ace Cloud Hosting
Product/Service Name
Ace Cloud Hosting
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://www.acecloudhosting.com/
Addepar
Product/Service Name
Addepar
Service Type
Online Portfolio Management, Portfolio Management/Reporting, Trading/Rebalancing
Status
Participating Vendor
Website
https://addepar.com/
AdvicePay
Product/Service Name
AdvicePay
Service Type
Credit Card & ACH Processing
Status
Participating Vendor
Website
https://advicepay.com/
Advisor360°
Product/Service Name
Advisor360°
Service Type
Wealth Management Platform
Status
Participating Vendor
Website
https://www.advisor360.com/
AdvisorBOB
Product/Service Name
AdvisorBOB
Service Type
Software Vendor
Status
Participating Vendor
Website
https://advisorbob.com/
AdvisorDefense
Product/Service Name
AdvisorDefense
Service Type
Cybersecurity Compliance Services
Status
Participating Vendor
Website
https://advisordefense.com/
AdvisorX AI
Product/Service Name
AdvisorX AI
Service Type
Digital Marketing
Status
Participating Vendor
Website
https://www.advisorx.ai/
Advisors Excel
Product/Service Name
Advisors Excel
Service Type
Workspace Platform
Status
Participating Vendor
Website
https://www.advisorsexcel.com/
AdvizorStack
Product/Service Name
AdvizorStack
Service Type
Financial Services Platform
Status
Participating Vendor
Website
https://www.advizorstack.com/
Affinity Technology Partners
Product/Service Name
Affinity Technology Partners
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://affinitytechpartners.com/
Alliance Trust Company
Product/Service Name
Alliance Trust Company
Service Type
Advisor Trust Services
Status
Participating Vendor
Website
https://alliancetrustcompany.com/
Altruist
Product/Service Name
Altruist
Service Type
Custodian
Status
Participating Vendor
Website
https://altruist.com/
Apex Fintech Solutions
Product/Service Name
Apex Fintech Solutions
Service Type
Advisor Platform
Status
Participating Vendor
Website
https://apexfintechsolutions.com
Archive Intel
Product/Service Name
Archive Intel
Service Type
Archiving
Status
Participating Vendor
Website
https://archiveintel.com/
Ategenos Capital
Product/Service Name
Ategenos Capital
Service Type
Advisor Platform
Status
Participating Vendor
Website
https://www.ategenoscapital.com/
Atlas Point
Product/Service Name
Atlas Point
Service Type
Advice Engagement, Client Meeting Support, Client Survey, Engagement Platform, Training
Status
Participating Vendor
Website
https://www.theatlaspoint.com/
B Charitable
Product/Service Name
B Charitable
Service Type
Asset Management Platform
Status
Participating Vendor
Website
https://bcharitable.org/
Bento Engine
Product/Service Name
Bento Engine
Service Type
Engagement Platform
Status
Participating Vendor
Website
https://www.bentoengine.com/
Betterment
Product/Service Name
Betterment
Service Type
Advisor Platform
Status
Participating Vendor
Website
https://www.betterment.com/
Bit by Bit
Product/Service Name
Bit by Bit
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://www.bitxbit.com/
Bizequity
Product/Service Name
Bizequity
Service Type
Business Valuation
Status
Participating Vendor
Website
https://www.bizequity.com/
BlackLine
Product/Service Name
BlackLine
Service Type
Finance and Accounting Software
Status
Participating Vendor
Website
https://www.blackline.com/
BlueMatrix
Product/Service Name
BlueMatrix
Service Type
Research and Data
Status
Participating Vendor
Website
https://www.bluematrix.com
Box
Product/Service Name
Box
Service Type
Client File Sharing
Status
Participating Vendor
Website
https://www.box.com/home
Box Professional Insurance
Product/Service Name
Box Professional Insurance
Service Type
Insurance Broker
Status
Participating Vendor
Website
https://www.boxproinsurance.com/
Broadridge
Product/Service Name
Advisor Solutions, Broadridge, Fi360, Matrix Trust Company
Service Type
Financial Services Platform, Social Media Marketing, Specialized Planning - Retirement, Wealth Management Platform
Status
Participating Vendor
Website
https://www.broadridge.com/
Buckler
Product/Service Name
Buckler
Service Type
Cybersecurity Program Management System
Status
Participating Vendor
Website
https://buckler.app/
CAIS
Product/Service Name
CAIS
Service Type
Financial Services Platform, Alternative Investments, Wealth Management Platform
Status
Participating Vendor
Website
https://www.caisgroup.com
COREnology
Product/Service Name
COREnology
Service Type
Behavior Assessments
Status
Participating Vendor
Website
https://corenology.com/
Callaway Cloud Consulting
Product/Service Name
Callaway Cloud Consulting
Service Type
Digital/Cloud Consulting
Status
Participating Vendor
Website
https://www.callawaycloud.com/
Carefull
Product/Service Name
Carefull
Service Type
Artificial Intelligence (AI)
Status
Participating Vendor
Website
https://getcarefull.com/
Cash Flow Mapping
Product/Service Name
Cash Flow Mapping
Service Type
Specialized Planning
Status
Participating Vendor
Website
https://www.cashflowmapping.com/
Charles Schwab
Product/Service Name
Charles Schwab
Service Type
Custodian, Financial Services Platform
Status
Participating Vendor
Website
https://www.schwab.com/
Chicago Clearing Corporation
Product/Service Name
Chicago Clearing Corporation
Service Type
Class Action Claim Filing
Status
Participating Vendor
Website
www.chicagoclearing.com
CircleBlack
Product/Service Name
CircleBlack
Service Type
Wealth Management Software
Status
Participating Vendor
Website
https://www.circleblack.com/
ClickUp
Product/Service Name
ClickUp
Service Type
Task Manager
Status
Participating Vendor
Website
https://clickup.com/
Cloud on Tap
Product/Service Name
Cloud on Tap
Service Type
Salesforce Consultant
Status
Participating Vendor
Website
https://www.cloudontapsc.com/
Clover
Product/Service Name
Clover
Service Type
Credit Card & ACH Processing
Status
Participating Vendor
Website
https://www.clover.com/
Coforge
Product/Service Name
Coforge
Service Type
Application Development, Artificial Intelligence (AI)
Status
Website
https://www.coforge.com/
CogniCor
Product/Service Name
CogniCor
Service Type
Digital Assistant
Status
Participating Vendor
Website
https://www.cognicor.com/
College Aid Pro
Product/Service Name
College Aid Pro
Service Type
Financial Planning Software
Status
Participating Vendor
Website
https://collegeaidpro.com
Consortium Networks
Product/Service Name
Consortium Networks
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://consortium.net/
CoreView
Product/Service Name
CoreView
Service Type
Software Solutions
Status
Participating Vendor
Website
https://www.coreview.com/
Corporate Data Solutions
Product/Service Name
Corporate Data Solutions, Inc.
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://cdsi.support/
Cybersafe Solutions
Product/Service Name
Cybersafe Solutions (Now Part of CyberMaxx)
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://www.cybersafesolutions.com/
DPL Financial Partners
Product/Service Name
DPL Financial Partners
Service Type
Advisor Platform
Status
Participating Vendor
Website
https://www.dplfp.com/
Digital Alpha Platforms
Product/Service Name
Digital Alpha Platforms
Service Type
Artificial Intelligence (AI), Web Application Integrations
Status
Participating Vendor
Website
https://www.digital-alpha.com/
DirectDesk
Product/Service Name
DirectDesk
Service Type
Cloud Solutions
Status
Participating Vendor
Website
https://directdesk.com/
Doxa Talent
Product/Service Name
Doxa Talent
Service Type
Outsourcing
Status
Participating Vendor
Website
https://www.doxatalent.com/
Dropbox
Product/Service Name
Dropbox
Service Type
Client File Sharing
Status
Participating Vendor
Website
https://www.dropbox.com/
Egnyte
Product/Service Name
Egnyte
Service Type
Document Management
Status
Participating Vendor
Website
https://www.egnyte.com/
Elements Technology
Product/Service Name
Elements Technology
Service Type
Financial Vitals
Status
Participating Vendor
Website
https://getelements.com/
FCI
Product/Service Name
FCI
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://fcicyber.com/
FM Consulting Partners
Product/Service Name
FM Consulting Partners
Service Type
Artificial Intelligence (AI), Client Note Taking
Status
Website
https://www.consultingfm.com/
FMG / MyRepChat
Product/Service Name
MyRepChat
Service Type
Text Message Archiving
Status
Participating Vendor
Website
https://myrepchat.com/
FP Alpha
Product/Service Name
FP Alpha
Service Type
Financial Planning Software
Status
Participating Vendor
Website
https://fpalpha.com/
FinMate AI
Product/Service Name
FinMate AI
Service Type
Client Note Taking
Status
Participating Vendor
Website
https://www.finmate.ai/
Financial Intelligence
Product/Service Name
Financial Intelligence
Service Type
Equity Compensation
Status
Participating Vendor
Website
www.financial-intelligence.com
Fispoke
Product/Service Name
Fispoke
Service Type
Wealth Management Platform
Status
Participating Vendor
Website
https://www.fispoke.com/
Fixed Fee IT
Product/Service Name
Fixed Fee IT
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://fixedfeeit.com/
Flex Technology Group
Product/Service Name
Flex Technology Group
Service Type
Managed Printing Services
Status
Participating Vendor
Website
https://www.flextg.com/
Flourish
Product/Service Name
Flourish
Service Type
Advisor Portal
Status
Participating Vendor
Website
https://www.flourish.com
Formstack
Product/Service Name
Formstack
Service Type
Forms / Form Builder
Status
Participating Vendor
Website
https://www.formstack.com/
Fynancial
Product/Service Name
Fynancial
Service Type
Financial Services Platform
Status
Participating Vendor
Website
https://fynancial.com/
GreenHill Investment Reporting
Product/Service Name
GreenHill Investment Reporting
Service Type
Investment Statistics & Ratings
Status
Participating Vendor
Website
https://ghill.com/
Gresham Technologies
Product/Service Name
Gresham Technologies
Service Type
Data Aggregation
Status
Participating Vendor
Website
https://www.greshamtech.com/
Guided Outsourcing
Product/Service Name
Guided Outsourcing
Service Type
Outsourcing (IT, Marketing, Accounting)
Status
Participating Vendor
Website
https://guidedoutsourcing.com/
Hadrius
Product/Service Name
Hadrius
Service Type
Archiving, Communications, Compliance, Marketing
Status
Participating Vendor
Website
https://www.hadrius.com/
Happeo
Product/Service Name
Happeo
Service Type
Intranet
Status
Participating Vendor
Website
https://www.happeo.com/
Holistiplan
Product/Service Name
Holistiplan
Service Type
Specialized Planning - Tax
Status
Participating Vendor
Website
https://www.holistiplan.com/
Hubspot
Product/Service Name
Hubspot
Service Type
CRM
Status
Participating Vendor
Website
www.hubspot.com
ID Tech Solutions
Product/Service Name
ID Tech Solutions
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://www.idtechsolutions.com/
IndependTech
Product/Service Name
IndependTech
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://independtech.com/
Integrated Media Group
Product/Service Name
Integrated Media Group
Service Type
Digital Marketing
Status
Participating Vendor
Website
https://www.growwithimg.com/
Invent
Product/Service Name
Invent
Service Type
Cloud Platform, Data Aggregation, Software Solutions
Status
Participating Vendor
Website
https://invent.us/
Jiffy.ai
Product/Service Name
Jiffy.ai
Service Type
Workspace Platform
Status
Participating Vendor
Website
https://jiffy.ai/
Jump
Product/Service Name
Jump
Service Type
Client Meeting Support, Client Note Taking
Status
Participating Vendor
Website
https://jumpapp.com/
Knudge
Product/Service Name
Knudge
Service Type
SMS Texting
Status
Participating Vendor
Website
https://knudge.com/
Laxis
Product/Service Name
Laxis
Service Type
Digital Assistant
Status
Participating Vendor
Website
https://www.laxis.com/
Lion Street
Product/Service Name
Lion Street
Service Type
Life Insurance
Status
Participating Vendor
Website
https://lionstreet.com/
Litmos
Product/Service Name
Litmos
Service Type
Learning Management System (LMS)
Status
Participating Vendor
Website
https://www.litmos.com/
Little Dog Tech
Product/Service Name
Little Dog Tech
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://www.littledogtech.com/
Make.com
Product/Service Name
Make.com
Service Type
Automation
Status
Participating Vendor
Website
https://www.make.com
Marber Security
Product/Service Name
Marber Security
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://marbersecurity.com/
Measured Financial
Product/Service Name
Measured Financial
Service Type
Securities Backed Lending Platform
Status
Participating Vendor
Website
https://www.measuredhq.com/
MirrorWeb
Product/Service Name
MirrorWeb
Service Type
Archiving
Status
Participating Vendor
Website
https://www.mirrorweb.com/
ModSquad
Product/Service Name
ModSquad
Service Type
Customer Experience Platform
Status
Participating Vendor
Website
https://modsquad.com/
Moment
Product/Service Name
Moment
Service Type
Fixed Income Trading
Status
Participating Vendor
Website
https://www.withmoment.com/
Mutual Group
Product/Service Name
Mutual Securities, Inc.
Service Type
Back-Office Support
Status
Participating Vendor
Website
https://www.mutual.group/
National Advisors Trust Company
Product/Service Name
National Advisors Trust Company
Service Type
Advisor Trust Services
Status
Participating Vendor
Website
https://www.nationaladvisors.com/
Nitrogen
Product/Service Name
Nitrogen
Service Type
Research, Portfolio Analysis, and Retirement-Plan Management
Status
Participating Vendor
Website
https://nitrogenwealth.com/
OneAdvisory DBA Dispatch
Product/Service Name
OneAdvisory DBA Dispatch
Service Type
Forms Management
Status
Participating Vendor
Website
https://www.dispatch.io/
Orion
Product/Service Name
Advisor Tech, Platform Solutions
Service Type
Advisor Platform, Portfolio Management
Status
Participating Vendor
Website
https://orion.com/
Overt Channel, LLC
Product/Service Name
Overt Channel, LLC
Service Type
Cybersecurity Compliance Services
Status
Participating Vendor
Website
https://overtchannel.com/
PKS Investments
Product/Service Name
PKS Investments
Service Type
Broker-Dealer Platforms
Status
Participating Vendor
Website
https://www.pksinvest.com/
Patrina
Product/Service Name
Patrina
Service Type
Archiving
Status
Participating Vendor
Website
http://patrina.com/
Perplexity
Product/Service Name
Perplexity
Service Type
Artificial Intelligence (AI)
Status
Participating Vendor
Website
https://www.perplexity.ai/
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