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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.
Fidelity Charitable
Product/Service Name
Fidelity Charitable
Service Type
501(c)(3) Organization, Custodian
Status
Website
https://www.fidelitycharitable.org/
Fidelity Life
Product/Service Name
Fidelity Life
Service Type
Life Insurance
Status
Website
https://fidelitylife.com/
Fiduciary Genius
Product/Service Name
Fiduciary Genius
Service Type
Specialized Planning - Retirement
Status
Website
https://fiduciarygenius.com/
FiduciaryShield
Product/Service Name
FiduciaryShield
Service Type
401(k) Implementation
Status
Website
https://fiduciaryshield.bidmoni.com/
Fiducient Advisors
Product/Service Name
Fiducient Advisors
Service Type
Financial Markets Consulting
Status
Website
https://www.fiducientadvisors.com/
Figma
Product/Service Name
Figma
Service Type
Software Solutions, Website Builder
Status
Website
https://www.figma.com/
File Zilla
Product/Service Name
File Zilla
Service Type
File Transfer
Status
Website
https://filezilla-project.org/
Files.com
Product/Service Name
Files.com
Service Type
Status
Website
FinFolio
Product/Service Name
FinFolio
Service Type
Portfolio Management
Status
Website
http://www.finfolio.com
FinMason
Product/Service Name
FinMason
Service Type
Financial Services Platform
Status
Website
https://finmason.com/
FinanceHQ
Product/Service Name
FinanceHQ
Service Type
Financial Planner Matching Service
Status
Website
https://www.financehq.com
Financial DNA
Product/Service Name
Financial DNA
Service Type
Financial Services Platform
Status
Website
https://financialdna.com/
Financial Fitness Group
Product/Service Name
Financial Fitness Group
Service Type
Enterprise Software
Status
Website
https://financialfitnessgroup.com/
Financial Independence Group
Product/Service Name
Financial Independence Group
Service Type
Marketing
Status
Website
https://www.figmarketing.com
Financial Planning Association
Product/Service Name
Financial Planning Association
Service Type
Professional Association
Status
Website
https://www.onefpa.org
Financial Planning Web
Product/Service Name
Financial Planning Web
Service Type
Financial Planner Matching Service
Status
Website
Finartis
Product/Service Name
Finartis
Service Type
Portfolio Management
Status
Website
https://www.finartis.com/
Finny
Product/Service Name
Finny
Service Type
Advisor Lead Generation
Status
Website
https://www.askfinny.com/
Finovo
Product/Service Name
Finovo
Service Type
Business Consulting
Status
Website
https://www.gofinovo.com/
Finteract
Product/Service Name
Finteract
Service Type
Professional Networking
Status
Website
https://finteract.net/
Fireflies.ai
Product/Service Name
Fireflies.ai
Service Type
Artificial Intelligence (AI)
Status
Website
https://fireflies.ai/
Firm Created Vendor
Product/Service Name
Firm Created Vendor
Service Type
Status
Website
First Ascent Asset Management
Product/Service Name
First Ascent Asset Management
Service Type
Portfolio Management
Status
Website
https://firstascentam.com/
First Clearing
Product/Service Name
First Clearing
Service Type
Custodian
Status
Website
www.firstclearing.com
First Rate
Product/Service Name
First Rate
Service Type
Performance Reporting
Status
Website
http://firstrate.com/
First Trust Portfolios
Product/Service Name
First Trust Portfolios
Service Type
Investment Strategies & Analysis
Status
Website
https://www.ftportfolios.com
Fiserv
Product/Service Name
Fiserv
Service Type
Financial Services Platform
Status
Website
https://www.fiserv.com
Flec Tech Inc
Product/Service Name
Flec Tech Inc
Service Type
MSP (Managed Service Provider)
Status
Website
http://flectechnology.com/
FlexTrade
Product/Service Name
FlexTrade
Service Type
Trading Platform
Status
Website
https://flextrade.com/
Floify
Product/Service Name
Floify
Service Type
Mortgage
Status
Website
https://floify.com/
Flores & Associates
Product/Service Name
Flores & Associates
Service Type
Broker Dealer
Status
Website
https://www.flores-associates.com
Flyer Financial Technologies
Product/Service Name
Flyer Financial Technologies
Service Type
Trading Platform
Status
Website
https://flyerft.com/
Folio Institutional
Product/Service Name
Folio Institutional
Service Type
Advisor Platform
Status
Website
https://info.folioinstitutional.com/
Foresters Financial
Product/Service Name
Foresters Financial
Service Type
Life Insurance
Status
Website
https://www.foresters.com
Formidable Forms
Product/Service Name
Formidable Forms
Service Type
Forms / Form Builder
Status
Website
https://formidableforms.com/
Forta
Product/Service Name
HelpSystems
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://www.fortra.com/
Fortinet
Product/Service Name
Fortinet
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://www.fortinet.com/
ForwardLane
Product/Service Name
ForwardLane
Service Type
Business System Support
Status
Website
https://www.forwardlane.com/
Fouch
Product/Service Name
Fouch
Service Type
Application Development
Status
Website
Foxit
Product/Service Name
Foxit
Service Type
PDF Editor
Status
Website
https://www.foxit.com/
Franklin Templeton
Product/Service Name
Franklin Templeton
Service Type
Investment Firm
Status
Website
https://www.franklintempleton.com/
Freshdesk
Product/Service Name
Freshworks
Service Type
Customer Support Software
Status
Website
https://www.freshworks.com/
FusionIQ
Product/Service Name
FusionIQ
Service Type
Trading Platform
Status
Website
https://fusioniq.io/
FutureVault
Product/Service Name
FutureVault
Service Type
Client File Sharing
Status
Website
https://www.futurevault.com/
G&A Partners - WorkSight
Product/Service Name
G&A Partners - WorkSight
Service Type
Payroll
Status
Website
https://www.gnapartners.com/
GBG
Product/Service Name
GBG - Global Benefits Group
Service Type
Insurance
Status
Website
https://www.gbg.com/
GILICO
Product/Service Name
GILICO
Service Type
Life Insurance
Status
Website
https://www.gilico.com/
GLFSI
Product/Service Name
GLFSI
Service Type
Status
Website
GLG
Product/Service Name
GLG
Service Type
Consulting
Status
Website
https://glginsights.com/
GReminder
Product/Service Name
GReminder
Service Type
Status
Website
Gainbridge
Product/Service Name
Gainbridge
Service Type
Annuity Research
Status
Website
https://gainbridge.io/
Gainfully
Product/Service Name
Gainfully
Service Type
Digital Marketing
Status
Website
https://www.gainfully.com/
Gallagher
Product/Service Name
Gallagher
Service Type
Insurance
Status
Website
https://www.gallagheraffinity.com/
Genivity
Product/Service Name
Genivity
Service Type
Specialized Planning
Status
Website
https://www.genivity.com/
Genworth
Product/Service Name
Genworth
Service Type
Long Term Care Insurance
Status
Website
https://www.genworth.com/
GeoWealth
Product/Service Name
GeoWealth
Service Type
Advisor Platform
Status
Website
https://geowealth.com/
Gimmio
Product/Service Name
Gimmio
Service Type
Graphic Design App
Status
Website
https://gimm.io
Gladstone Group
Product/Service Name
Gladstone Group
Service Type
Recruiting Services
Status
Website
https://gstoneinc.com/
Glance
Product/Service Name
Glance
Service Type
Document Collaboration, Videoconferencing /Services
Status
Website
https://www.glance.cx/
Global Atlantic Financial Group
Product/Service Name
Global Atlantic Financial Group
Service Type
Life Insurance
Status
Website
https://www.globalatlantic.com/
Global Relay
Product/Service Name
Global Relay
Service Type
Social Media Archiving
Status
Website
https://www.globalrelay.com/
Global Shares
Product/Service Name
Global Shares
Service Type
Equity Plan Management
Status
Website
https://www.globalshares.com/
GlobalLogic
Product/Service Name
GlobalLogic
Service Type
Software Solutions
Status
Website
https://www.globallogic.com/
GoDaddy
Product/Service Name
GoDaddy
Service Type
Domain Registrar
Status
Website
https://www.godaddy.com/
GoTo
Product/Service Name
Central, Connect, Contact Center, GoToMyPC, GotoAssist, LogMeIn, Meeting, Pro - Logmein, Rescue, Resolve, Room, Training, Webinar
Service Type
Communications, Conferencing, MSP (Managed Service Provider), RMM (Remote Monitoring & Management), Remote Desktop Access, VOIP / Phone Systems, Virtual Event Platform
Status
Website
https://www.goto.com/
Goldman Sachs
Product/Service Name
Goldman Sachs
Service Type
Financial Services Platform
Status
Website
https://www.goldmansachs.com/
Golsan Scruggs
Product/Service Name
Golsan Scruggs
Service Type
Insurance Broker
Status
Website
https://golsanscruggs.com/
Google
Product/Service Name
AdAdwords, Analytics, Cloud, Drive, Workspace
Service Type
Cloud Computing, Digital Marketing, Document Management, Software Solutions, Workspace Platform
Status
Website
https://www.google.com/
Grammarly
Product/Service Name
Grammarly
Service Type
Status
Website
Great American Insurance Group
Product/Service Name
Great American Insurance Group
Service Type
Insurance
Status
Website
https://www.greatamericaninsurancegroup.com/
Great-West Lifeco
Product/Service Name
Great-West Lifeco
Service Type
Life Insurance
Status
Website
https://www.greatwestlifeco.com/
GreenLine Consultants
Product/Service Name
GreenLine Consultants
Service Type
Business Consulting
Status
Website
https://greenlineconsultants.com/
GreenRope
Product/Service Name
GreenRope
Service Type
Marketing
Status
Website
https://www.greenrope.com/
Greenville CC
Product/Service Name
Greenville CC
Service Type
Event Management
Status
Website
Groove Commerce
Product/Service Name
Groove Commerce
Service Type
Website Builder
Status
Website
https://www.groovecommerce.com/
Groove Labs
Product/Service Name
Groove Labs
Service Type
Salesforce Consultant
Status
Website
https://www.groove.co/
GroupGreeting
Product/Service Name
GroupGreeting
Service Type
Promotional Products / Gifts
Status
Website
https://www.groupgreeting.com
Guaranty Income Life Insurance Company
Product/Service Name
Guaranty Income Life Insurance Company
Service Type
Life Insurance
Status
Website
https://www.gilico.com/
Guardian Life Insurance
Product/Service Name
Guardian Life Insurance
Service Type
Insurance
Status
Website
https://www.guardianlife.com/
Gusto
Product/Service Name
Gusto
Service Type
Payroll Integrations
Status
Website
https://gusto.com/
HR Works
Product/Service Name
HR Works
Service Type
Human Resources
Status
Website
https://hrworks-inc.com/
Halo Investing
Product/Service Name
Halo Investing
Service Type
Status
Website
https://haloinvesting.com/
Hanlon
Product/Service Name
Hanlon
Service Type
Advisor Platform
Status
Website
https://hanlon.com/
Harness Wealth
Product/Service Name
Harness Wealth
Service Type
Advisor Lead Generation
Status
Website
https://www.harnesswealth.com/
Harry and David
Product/Service Name
Harry and David
Service Type
Promotional Products / Gifts
Status
Website
https://www.harryanddavid.com
Hartford Insurance
Product/Service Name
Hartford Insurance
Service Type
Insurance
Status
Website
https://www.thehartford.com/
Harvest Savings & Wealth Technologies
Product/Service Name
Harvest Savings & Wealth Technologies
Service Type
Advisor Platform
Status
Website
https://harvestsw.com/
Havoc Defense
Product/Service Name
Havoc Defense
Service Type
MSP (Managed Service Provider)
Status
Website
https://havocdefense.com/
Hearsay
Product/Service Name
Hearsay
Service Type
Digital Marketing
Status
Website
https://hearsaysystems.com/
Helios Quantitative Research
Product/Service Name
Helios Quantitative Research
Service Type
Investment Strategies & Analysis
Status
Website
https://heliosdriven.com/
HelloSign
Product/Service Name
HelloSign
Service Type
E-Signature
Status
Website
https://www.hellosign.com/
Hexure (formerly IXN)
Product/Service Name
Hexure (formerly IXN)
Service Type
Financial Planning Software
Status
Website
https://hexure.com/
Highland Capital Brokerage
Product/Service Name
Highland Capital Brokerage
Service Type
Estate Planning, Insurance
Status
Website
https://www.highlandbrokerage.com/
Highmark Delaware
Product/Service Name
Highmark Delaware
Service Type
Employee Benefits
Status
Website
https://www.highmark.com/
Hilb Group
Product/Service Name
Hilb Group
Service Type
Insurance Broker
Status
Website
https://www.hilbgroup.com/
Hoopis Performance Network
Product/Service Name
Hoopis Performance Network
Service Type
Training
Status
Website
https://hoopis.com/
Hootsuite
Product/Service Name
Hootsuite
Service Type
Social Media Monitoring
Status
Website
https://www.hootsuite.com
Horizon Blue Cross Blue Shield
Product/Service Name
Horizon Blue Cross Blue Shield
Service Type
Health Insurance
Status
Website
https://www.horizonblue.com/
Horrigan Resources
Product/Service Name
Horrigan Resources
Service Type
Compliance
Status
Website
https://www.horriganresourcesltd.com/
HostGator
Product/Service Name
HostGator
Service Type
Web Hosting
Status
Website
https://www.hostgator.com/
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