Integration Partners
- Fidelity Wealthscape - NFS
- Figlo: Advicent's Client-Centric Planning Tool
- FinaMetrica
- Finance Logix
- FinLife Partners
- FireLight (from Insurance Technologies)
- FIS WealthStation (formerly SunGard WealthStation)
- FMeX (Financial Media Exchange)
- FMG Suite
- FolioDynamix
- Forefield Advisor
- fpPathfinder
- Fusion by Simplii
- goalgamiPro®
- GoToConnect Powered by Jive
- HiddenLevers
- Infovisa
- inStream
- Intulse
- Investalink (Investacorp)
- IPS AdvisorPro
- Kwanti
- Laser App Anywhere
- Laser App Software
- Lead Pilot
- Lead Tinker
- Leadjig
- LeadsBridge
- LifeSite
- LoanBuddy for Advisors