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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.
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/
KB Accounting
Product/Service Name
KB Accounting
Service Type
Accounting
Status
Participating Vendor
Website
https://kbaccountingpittsfield.com/
Knudge
Product/Service Name
Knudge
Service Type
Advice Engagement
Status
Participating Vendor
Website
https://knudge.com/
KraneShares
Product/Service Name
KraneShares
Service Type
Alternative Investments, Fund Administration, Investment Firm
Status
Participating Vendor
Website
https://kraneshares.com/
Laxis
Product/Service Name
Laxis
Service Type
Digital Assistant
Status
Participating Vendor
Website
https://www.laxis.com/
Lead411
Product/Service Name
Lead411
Service Type
Advisor Lead Generation
Status
Participating Vendor
Website
https://www.lead411.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/
Mitten IT
Product/Service Name
Mitten IT
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://mittenit.co/
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/
Move Health
Product/Service Name
Move Health
Service Type
Medicare Planning, Health Insurance, Healthcare Planning
Status
Participating Vendor
Website
https://movehealth.io
Mutual Group
Product/Service Name
Mutual Securities, Inc.
Service Type
Back-Office Support
Status
Participating Vendor
Website
https://www.mutual.group/
NFP
Product/Service Name
NFP
Service Type
Insurance
Status
Participating Vendor
Website
https://www.nfp.com/
National Advisors Trust Company
Product/Service Name
National Advisors Trust Company
Service Type
Advisor Trust Services
Status
Participating Vendor
Website
https://www.nationaladvisors.com/
Nationwide
Product/Service Name
Nationwide
Service Type
Insurance
Status
Participating Vendor
Website
https://www.nationwide.com/
Nitrogen
Product/Service Name
Nitrogen
Service Type
Research, Portfolio Analysis, and Retirement-Plan Management
Status
Participating Vendor
Website
https://nitrogenwealth.com/
Notion
Product/Service Name
Notion
Service Type
Project Management, Task Manager
Status
Participating Vendor
Website
https://www.notion.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/
PCS Retirement
Product/Service Name
Aspire, PCS Retirement
Service Type
Custodial Platforms, Custodian
Status
Participating Vendor
Website
https://www.pcsretirement.com
PKS Investments
Product/Service Name
PKS Investments
Service Type
Broker-Dealer Platforms
Status
Participating Vendor
Website
https://www.pksinvest.com/
Pagefreezer
Product/Service Name
Pagefreezer
Service Type
Social Media Archiving, Email Archiving, Social Media Monitoring, Text Message Archiving, Website Archiving
Status
Participating Vendor
Website
https://www.pagefreezer.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/
PinnacleCare
Product/Service Name
PinnacleCare
Service Type
Advisor Trust Services, Health Insurance, Healthcare Planning
Status
Participating Vendor
Website
https://www.pinnaclecare.com/
PitPro
Product/Service Name
PitPro
Service Type
Signs and Graphics
Status
Participating Vendor
Website
Polysoft
Product/Service Name
Alice AI
Service Type
Artificial Intelligence (AI), Client Note Taking, Transcription Services
Status
Participating Vendor
Website
https://aliceapp.ai/
Pontera (Formerly FeeX)
Product/Service Name
Pontera (Formerly FeeX)
Service Type
Financial Advisor Software for 401k Management
Status
Participating Vendor
Website
https://pontera.com/
Powder
Product/Service Name
Powder
Service Type
Artificial Intelligence (AI)
Status
Participating Vendor
Website
https://www.powderfi.com/
Practifi
Product/Service Name
Practifi
Service Type
Enterprise Software
Status
Participating Vendor
Website
https://practifi.com
Presults
Product/Service Name
Presults
Service Type
Archiving
Status
Participating Vendor
Website
https://presults.com/
Prismm
Product/Service Name
Prismm
Service Type
Cloud File Sharing, Digital Vault
Status
Participating Vendor
Website
https://getprismm.com/
Pro Sales Growth
Product/Service Name
Pro Sales Growth
Service Type
Marketing
Status
Participating Vendor
Website
https://prosalesgrowth.com/
PureFacts Financial Solutions
Product/Service Name
PureFacts Financial Solutions
Service Type
Advisory Fee Billing, AUM Fee Calculation, System Fee Billing
Status
Participating Vendor
Website
https://purefacts.com/
PureLogics
Product/Service Name
PureLogics
Service Type
Application Development
Status
Participating Vendor
Website
https://www.purelogics.net/
Quik!
Product/Service Name
Quick!
Service Type
Forms Management
Status
Participating Vendor
Website
https://www.quickforms.com/
RISA
Product/Service Name
RISA
Service Type
Research, Portfolio Analysis, and Retirement-Plan Management
Status
Participating Vendor
Website
https://risaprofile.com/
RISR
Product/Service Name
RISR
Service Type
Financial Planning Software
Status
Participating Vendor
Website
https://www.risr.com/
RPAG
Product/Service Name
RPAG
Service Type
Financial Reporting
Status
Participating Vendor
Website
https://www.rpag.com/
Real Magic / Levitate
Product/Service Name
Real Magic / Levitate
Service Type
Marketing
Status
Participating Vendor
Website
https://www.levitate.ai/
Reboot
Product/Service Name
Reboot
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://www.rebootinc.com/
RegEd
Product/Service Name
RegEd
Service Type
Training, Compliance
Status
Participating Vendor
Website
http://www.reged.com/
Respond / WiserAdvisor
Product/Service Name
Respond / WiserAdvisor
Service Type
Advisor Lead Generation
Status
Participating Vendor
Website
https://www.wiseradvisor.com/
Rhythms.ai
Product/Service Name
Rhythms.ai
Service Type
Orchestration Platform
Status
Participating Vendor
Website
https://www.rhythms.ai/
RightCapital
Product/Service Name
RightCapital
Service Type
Financial Planning Software
Status
Participating Vendor
Website
https://www.rightcapital.com/
Ringfree
Product/Service Name
Ringfree
Service Type
VOIP / Phone Systems
Status
Participating Vendor
Website
https://ringfree.com/
SDI Presence
Product/Service Name
SDI Presence
Service Type
Software Solutions Integrator
Status
Participating Vendor
Website
https://www.sdipresence.com/
STP Investment Services
Product/Service Name
STP Investment Services
Service Type
Reporting, Back Office Services
Status
Participating Vendor
Website
https://stpis.com/
SUMO Scheduler
Product/Service Name
SUMO Scheduler
Service Type
Scheduling, Software Solutions, CRM Programs, Engagement Platform, SaaS, Scheduling Apps
Status
Participating Vendor
Website
https://sumoscheduler.com/
SafSecur
Product/Service Name
SafSecur
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://safsecur.com/
Sapphire Software Services
Product/Service Name
Panoramix Financial
Service Type
Portfolio Management Software
Status
Participating Vendor
Website
https://www.panoramixfinancial.com/
Secure End Solution
Product/Service Name
Secure End Solution
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://securendsolution.com/
Security Basecamp
Product/Service Name
Security Basecamp
Service Type
Cybersecurity Compliance Services
Status
Participating Vendor
Website
www.securitybasecamp.com
SecurityScorecard
Product/Service Name
SecurityScorecard
Service Type
Cybersecurity Solutions
Status
Participating Vendor
Website
https://securityscorecard.com/
SeekOut
Product/Service Name
SeekOut
Service Type
Human Resources Software
Status
Participating Vendor
Website
https://www.seekout.com/
ShellBlack
Product/Service Name
ShellBlack
Service Type
Salesforce Consultant
Status
Participating Vendor
Website
https://www.shellblack.com/
Shokworks
Product/Service Name
Shokworks
Service Type
Artificial Intelligence (AI), Software Solutions
Status
Participating Vendor
Website
https://www.shokworks.io/
SideDrawer
Product/Service Name
SideDrawer
Service Type
Cloud File Sharing
Status
Participating Vendor
Website
https://sidedrawer.com/
Simple Helix
Product/Service Name
Simple Helix
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://simplehelix.com/
SimpleDocs
Product/Service Name
Service Type
Status
Participating Vendor
Website
https://simpledocs.com/
Simplii
Product/Service Name
Simplii
Service Type
VOIP / Phone Systems
Status
Participating Vendor
Website
https://www.simplii.net/
Smart Kx
Product/Service Name
Smart Kx
Service Type
Client Onboarding
Status
Participating Vendor
Website
https://smartkx.io/
SmartAsset
Product/Service Name
SmartAsset
Service Type
Business Development
Status
Participating Vendor
Website
https://smartasset.com/
Smartleaf
Product/Service Name
Smartleaf
Service Type
Portfolio Rebalancing
Status
Participating Vendor
Website
https://www.smartleaf.com/
Smartleaf Asset Management
Product/Service Name
Smartleaf Asset Management
Service Type
TAMP Service Providers
Status
Participating Vendor
Website
https://www.smartleafam.com/
Soaring Towers
Product/Service Name
Soaring Towers
Service Type
Cybersecurity, MSP (Managed Service Provider), MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://soaringtowers.com/
SolvedbySoftware
Product/Service Name
SolvedbySoftware
Service Type
Salesforce Consultant
Status
Participating Vendor
Website
https://solvedbysoftwareco.com/
Sophos
Product/Service Name
Sophos
Service Type
Cybersecurity Solutions
Status
Participating Vendor
Website
https://www.sophos.com
Spectrum Computer Forensics
Product/Service Name
Spectrum Computer Forensics
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://spectrumforensics.com/
Splashtop
Product/Service Name
Splashtop
Service Type
Secure Remote Access
Status
Participating Vendor
Website
https://www.splashtop.com/
Succession Systems
Product/Service Name
Succession Systems
Service Type
Compliance Services
Status
Participating Vendor
Website
https://successionsys.com/
TIFIN At Work
Product/Service Name
TIFIN At Work
Service Type
Conversational Agent, Advisor Platform
Status
Participating Vendor
Website
https://tifin.com/holdings/atwork/
TaxStatus
Product/Service Name
TaxStatus
Service Type
Tax Planning
Status
Participating Vendor
Website
https://www.taxstatus.com/
TechFusion
Product/Service Name
TechFusion
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://techfusion.com/
Tele-Dynamics Systems
Product/Service Name
Tele-Dynamics Systems
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://www.tds247.com/
The Cantwell Advisory
Product/Service Name
The Cantwell Advisory
Service Type
Digital Transformation
Status
Participating Vendor
Website
https://thecantwelladvisory.com/
The Pinnacle Group
Product/Service Name
The Pinnacle Group
Service Type
Advisor Platform
Status
Participating Vendor
Website
https://pinnacleifs.com/
Thnks
Product/Service Name
Thnks
Service Type
Client Engagement
Status
Participating Vendor
Website
https://www.thnks.com/
Tolerisk
Product/Service Name
Tolerisk
Service Type
Risk Tolerance Instruments
Status
Participating Vendor
Website
https://www.tolerisk.com/
TradePMR
Product/Service Name
TradePMR
Service Type
Custodian, Advisor Platform
Status
Participating Vendor
Website
https://www.tradepmr.com
Tryzent
Product/Service Name
Tryzent
Service Type
Artificial Intelligence (AI), SaaS
Status
Participating Vendor
Website
https://www.tryzent.com/
Two River Technology Group
Product/Service Name
Two River Technology Group
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://www.tworivertech.com/
VMS Medallion
Product/Service Name
Verify My Signature
Service Type
Identity Verification
Status
Participating Vendor
Website
https://www.verifymysignature.com/
VRGL
Product/Service Name
VRGL
Service Type
Portfolio Analytics
Status
Participating Vendor
Website
https://www.vrglwealth.com/
Vanilla
Product/Service Name
Vanilla
Service Type
Estate Planning Software
Status
Participating Vendor
Website
https://www.justvanilla.com/
Venn
Product/Service Name
Venn
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://www.venn.com/
Venrollment
Product/Service Name
Venrollment
Service Type
Engagement Platform
Status
Participating Vendor
Website
https://venrollment.com/
Vested
Product/Service Name
Vested
Service Type
Marketing
Status
Participating Vendor
Website
https://fullyvested.com/
Vestmark
Product/Service Name
Vestmark
Service Type
Portfolio Management
Status
Participating Vendor
Website
https://www.vestmark.com/
Virtual Partners Group
Product/Service Name
Virtual Partners Group
Service Type
Back-Office Support
Status
Participating Vendor
Website
https://virtualpartnersgroup.com/
WAHVE - Work At Home Vintage Experts
Product/Service Name
WAHVE - Work At Home Vintage Experts
Service Type
Staffing Solutions
Status
Participating Vendor
Website
https://wahve.com/
Waterlily
Product/Service Name
Waterlily
Service Type
Healthcare Planning
Status
Participating Vendor
Website
https://www.waterlily.com/
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