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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.
MyVest
Product/Service Name
MyVest
Service Type
Portfolio Management
Status
Website
https://www.myvest.com
Myriad Advisor Solutions
Product/Service Name
Myriad Advisor Solutions
Service Type
Consulting
Status
Website
https://www.myriadas.com/
NAIC
Product/Service Name
NAIC
Service Type
Regulatory Support
Status
Website
https://content.naic.org/
NEST 529 College Savings Plan
Product/Service Name
NEST 529 College Savings Plan
Service Type
College Planning
Status
Website
https://nest529.com/
NETSPI 2
Product/Service Name
NETSPI 2
Service Type
Cybersecurity Compliance Services
Status
Website
NEXA Insights
Product/Service Name
NEXA Insights
Service Type
Client Survey
Status
Website
https://www.nexainsights.com/
NWealthest
Product/Service Name
NWealthest
Service Type
Robo Advisor
Status
Website
https://www.nestwealth.com/
Nasdaq Dorsey Wright
Product/Service Name
Nasdaq Dorsey Wright
Service Type
Investment Data/Analytics
Status
Website
https://www.nasdaq.com
National Grid
Product/Service Name
National Grid
Service Type
Utilities
Status
Website
https://www.nationalgrid.com
National Institute of Certified Estate Planners (NICEP)
Product/Service Name
National Institute of Certified Estate Planners (NICEP)
Service Type
Professional Association
Status
Website
https://nicep.org/
National Insurance Producer Registry (NIPR)
Product/Service Name
National Insurance Producer Registry (NIPR)
Service Type
Professional Licensing
Status
Website
https://nipr.com/
National Western Life Insurance Company
Product/Service Name
National Western Life Insurance Company
Service Type
Life Insurance
Status
Website
https://www.nationalwesternlife.com/
Nationwide
Product/Service Name
Nationwide
Service Type
Insurance
Status
Website
https://www.nationwide.com/
Natserve
Product/Service Name
Natserve
Service Type
MSP (Managed Service Provider)
Status
Website
NaviPlan
Product/Service Name
NaviPlan
Service Type
Financial Planning
Status
Website
https://www.advicentsolutions.com/products/naviplan
Ndex Systems
Product/Service Name
Ndex Systems
Service Type
Portfolio Management
Status
Website
https://www.ndexsystemsusa.com/
Nebo Wealth
Product/Service Name
Nebo Wealth
Service Type
Asset Management Platform
Status
Website
https://www.nebowealth.com/
Nest Wealth
Product/Service Name
Nest Wealth
Service Type
Advisor Platform
Status
Website
https://nestwealth.com/
NetDocuments
Product/Service Name
NetDocuments
Service Type
Document Management
Status
Website
https://www.netdocuments.com
NetSPI
Product/Service Name
NetSPI
Service Type
Penetration Testing
Status
Website
https://www.netspi.com/
Network Solutions
Product/Service Name
Network Solutions
Service Type
Domain Registrar
Status
Website
https://www.networksolutions.com/
New Jersey IT Services
Product/Service Name
New Jersey IT Services
Service Type
MSP (Managed Service Provider)
Status
Website
www.njit.xyz
New Relic
Product/Service Name
New Relic
Service Type
Data Analytics
Status
Website
https://newrelic.com/
New York Life Insurance Company
Product/Service Name
New York Life Insurance Company
Service Type
Life Insurance
Status
Website
https://www.newyorklife.com/
NextCapital
Product/Service Name
NextCapital
Service Type
401(k) Implementation
Status
Website
https://www.nextcapital.com/
Nextcloud
Product/Service Name
Nextcloud
Service Type
Client Account Portal
Status
Website
https://nextcloud.com/
Nextiva
Product/Service Name
Nextiva
Service Type
Communications, VOIP / Phone Systems
Status
Website
https://www.nextiva.com/
Nexus Strategy
Product/Service Name
Nexus Strategy
Service Type
Marketing
Status
Website
https://www.nexus-strategy.com/
Ninety.io
Product/Service Name
Ninety.io
Service Type
Software Solutions
Status
Website
https://www.ninety.io/
Nintex
Product/Service Name
Nintex
Service Type
Cloud Platform
Status
Website
https://www.nintex.com/
NordLayer
Product/Service Name
NordLayer
Service Type
Status
Website
Norfolk & Dedham Group
Product/Service Name
Norfolk & Dedham Group
Service Type
Insurance
Status
Website
https://www.ndgroup.com/
North American Company for Life and Health Insurance
Product/Service Name
North American Company for Life and Health Insurance
Service Type
Life Insurance
Status
Website
https://www.northamericancompany.com/
Northland Communications
Product/Service Name
Northland Communications
Service Type
VOIP / Phone Systems
Status
Website
https://www.northland.net/
Northwest Bank
Product/Service Name
Northwest Bank
Service Type
Banking Services
Status
Website
https://www.northwest.bank/
Nous Infosystems
Product/Service Name
Nous Infosystems
Service Type
Status
Website
https://www.nousinfosystems.com/
Nuance Communications
Product/Service Name
Nuance Communications
Service Type
Customer Support Software, Transcription Services
Status
Website
https://www.nuance.com
OCIO
Product/Service Name
OCIO
Service Type
Status
Website
ORIO
Product/Service Name
ORIO
Service Type
Status
Website
OShaughnessy Asset Management
Product/Service Name
OShaughnessy Asset Management
Service Type
Asset Management Platform
Status
Website
https://www.osam.com/
OTC Markets
Product/Service Name
OTC Markets
Service Type
Regulated Financial Market
Status
Website
https://www.otcmarkets.com/
OVHcloud
Product/Service Name
OVHcloud
Service Type
Cloud Computing
Status
Website
https://us.ovhcloud.com/
Objectway
Product/Service Name
Objectway
Service Type
Portfolio Management
Status
Website
https://www.objectway.com/
Oechsli
Product/Service Name
Oechsli
Service Type
Consulting, Marketing Consultant
Status
Website
https://www.oechsli.com
Okta
Product/Service Name
Okta
Service Type
User & Access Management
Status
Website
https://www.okta.com/
Old Time Candy
Product/Service Name
Old Time Candy
Service Type
Promotional Products / Gifts
Status
Website
On Call Computer Solutions,
Product/Service Name
On Call Computer Solutions,
Service Type
MSP (Managed Service Provider)
Status
Website
https://oncallcorp.com/
On24
Product/Service Name
On24
Service Type
Web Hosting
Status
Website
https://www.on24.com/
OnTarget
Product/Service Name
OnTarget
Service Type
Application Development
Status
Website
https://ontarget-group.com/
OnTheClock
Product/Service Name
OnTheClock
Service Type
Payroll Integrations
Status
Website
https://www.ontheclock.com/
OnceHub
Product/Service Name
OnceHub
Service Type
Scheduling Apps
Status
Website
https://oncehub.com/
One Blue Window
Product/Service Name
One Blue Window
Service Type
Digital Marketing, Email Marketing
Status
Website
https://onebluewindow.com/
OneHQ
Product/Service Name
OneHQ
Service Type
Advisor Platform
Status
Website
https://onehq.com/
Onpointe Risk Analyzer
Product/Service Name
Onpointe Risk Analyzer
Service Type
Investment Data/Analytics
Status
Website
https://onpointeriskanalyzer.com/
OpenAI
Product/Service Name
OpenAI
Service Type
Artificial Intelligence (AI)
Status
Website
https://openai.com/
OpenPhone
Product/Service Name
OpenPhone
Service Type
Workspace Platform
Status
Website
https://www.openphone.com/
Oracle
Product/Service Name
Oracle
Service Type
Cloud Solutions
Status
Website
https://www.oracle.com/
Oracle NetSuite
Product/Service Name
Oracle NetSuite
Service Type
Payroll
Status
Website
https://www.netsuite.com
Orange Recycling Services
Product/Service Name
Orange Recycling Services
Service Type
Document & File Destruction
Status
Website
https://www.orangerecyclingservices.com/
Orion
Product/Service Name
Brinker Capital Investments, Orion, Redtail, Risk Intelligence (Formerly HiddenLevers), Advisor Solutions
Service Type
CRM, Investment Advisor, Stress Testing
Status
Website
https://orion.com/
Osaic Wealth
Product/Service Name
Osaic Wealth
Service Type
Investment Advisor
Status
Website
https://osaic.com/
OtterPilot
Product/Service Name
OtterPilot
Service Type
Transcription Services
Status
Website
https://otter.ai/otterpilot
Outsystems
Product/Service Name
Outsystems
Service Type
Application Development
Status
Website
https://www.outsystems.com/
Ovis Marketing
Product/Service Name
Ovis Marketing
Service Type
Status
Website
Own Company
Product/Service Name
Own Company
Service Type
Backup, Database Platform
Status
Website
https://www.owndata.com/
PCS Retirement
Product/Service Name
Aspire, PCS Retirement
Service Type
Specialized Planning - Retirement
Status
Website
https://www.pcsretirement.com
PEAC Solutions (previously under Marlin Capital 2022)
Product/Service Name
PEAC Solutions (previously under Marlin Capital 2022)
Service Type
Financing
Status
Website
https://peacsolutions.com/
PULSE360
Product/Service Name
PULSE360
Service Type
Client Note Taking
Status
Website
https://pulse360.com/
Pacific Office Automation
Product/Service Name
Pacific Office Automation
Service Type
Hardware and Technology, MSP (Managed Service Provider)
Status
Website
Paessler
Product/Service Name
PRTG
Service Type
Network Monitoring
Status
Website
https://www.paessler.com/prtg
Pagefreezer
Product/Service Name
Pagefreezer
Service Type
Social Media Archiving
Status
Website
https://www.pagefreezer.com/
PagerDuty
Product/Service Name
PagerDuty
Service Type
Incident Response
Status
Website
https://www.pagerduty.com/
Pair
Product/Service Name
Pair
Service Type
Web Hosting
Status
Website
https://www.pair.com/
Paladin Digital Marketing
Product/Service Name
Paladin Digital Marketing
Service Type
Digital Marketing
Status
Website
https://paladindigitalmarketing.com/
Palo Alto Networks
Product/Service Name
GlobalProtect, WildFire
Service Type
Network Security, Secure Remote Access
Status
Website
https://www.paloaltonetworks.com
PandaDoc
Product/Service Name
PandaDoc
Service Type
E-Signature
Status
Website
https://www.pandadoc.com/
PaperVision
Product/Service Name
PaperVision
Service Type
Document Management
Status
Website
https://www.papervision.com/
Paperclip
Product/Service Name
Paperclip
Service Type
Document Management
Status
Website
https://paperclip.com/
Paperless Post
Product/Service Name
Paperless Post
Service Type
Email Marketing
Status
Website
www.paperlesspost.com
Papier
Product/Service Name
Papier
Service Type
Status
Website
Paragon Alliance Group
Product/Service Name
Paragon Alliance Group
Service Type
Employee Benefits
Status
Website
https://tpagroup.com/
Parameds.com
Product/Service Name
Parameds.com
Service Type
Medical Examination Services
Status
Website
https://parameds.com
Paraplanner
Product/Service Name
Paraplanner
Service Type
Status
Website
Partners Advantage
Product/Service Name
Partners Advantage
Service Type
Insurance Broker
Status
Website
https://partnersadvantage.com/
Patriot Consulting
Product/Service Name
Patriot Consulting
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://patriotconsultingtech.com/
Patriot Software
Product/Service Name
Patriot Software
Service Type
Payroll Software
Status
Website
https://www.patriotsoftware.com/
PayPal
Product/Service Name
PayPal
Service Type
Payment Processing
Status
Website
https://www.paypal.com
PayTrace
Product/Service Name
PayTrace
Service Type
Payment Processing
Status
Website
https://paytrace.net/
Paychex
Product/Service Name
Paychex
Service Type
Payroll
Status
Website
https://www.paychex.com/
Payitoff
Product/Service Name
Payitoff
Service Type
Specialized Planning - Student Loan
Status
Website
https://www.payitoff.io/
Paylocity
Product/Service Name
Paylocity
Service Type
Payroll, Payroll Software
Status
Website
https://www.paylocity.com/
Payscale
Product/Service Name
Payscale
Service Type
Data Analytics
Status
Website
https://www.payscale.com/
Peapack-Gladstone Bank
Product/Service Name
Peapack-Gladstone Bank
Service Type
Banking Services
Status
Website
https://www.pgbank.com/
Penn Oaks Golf Club
Product/Service Name
Penn Oaks Golf Club
Service Type
Event Management
Status
Website
https://www.pennoaksgolfclub.com/
Perficient
Product/Service Name
Perficient
Service Type
Cloud Solutions
Status
Website
https://www.perficient.com/
Perseus Group
Product/Service Name
Perseus Group
Service Type
Investment Firm
Status
Website
https://www.csiperseus.com/
Pershing
Product/Service Name
Albridge, NetX360, Pershing
Service Type
Advisor Platform, Data Aggregation, Industry Data Analysis
Status
Website
https://www.pershing.com/
Petersen International Underwriters
Product/Service Name
Petersen International Underwriters
Service Type
Disability Insurance
Status
Website
https://www.piu.org/
Pilot
Product/Service Name
Pilot
Service Type
Bookkeeping
Status
Website
https://pilot.com/
Pipedrive
Product/Service Name
Pipedrive
Service Type
CRM
Status
Website
https://www.pipedrive.com/
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