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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.
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/
StarCompliance
Product/Service Name
StarCompliance
Service Type
Compliance Reporting
Status
Participating Vendor
Website
https://www.starcompliance.com/
STP Investment Services
Product/Service Name
STP Investment Services
Service Type
Reporting, Back Office Services
Status
Participating Vendor
Website
https://stpis.com/
StratiFi
Product/Service Name
StratiFi
Service Type
Risk Management, Performance Reporting, Portfolio Analytics, Portfolio Management, Portfolio Management/Reporting, Risk Tolerance
Status
Participating Vendor
Website
https://www.stratifi.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/
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/
TIFIN At Work
Product/Service Name
TIFIN At Work
Service Type
Conversational Agent, Advisor Platform
Status
Participating Vendor
Website
https://tifin.com/holdings/atwork/
TIFIN Sage
Product/Service Name
TIFIN Sage
Service Type
Portfolio Management, Wealth Management Platform, Workflow
Status
Participating Vendor
Website
https://tifin.com/product/sage/
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
Trayecto
Product/Service Name
Trayecto
Service Type
Equity Compensation, Financial Planning, Tax, Specialized Planning
Status
Participating Vendor
Website
https://www.trayecto.io/
TresVista
Product/Service Name
TresVista
Service Type
Investment Research, Research and Data, Fund Administration
Status
Participating Vendor
Website
https://www.tresvista.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/
Uptime Sciences
Product/Service Name
Uptime Sciences
Service Type
MSP (Managed Service Provider), MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
http://uptimesciences.com/
ValuCompass
Product/Service Name
ValuCompass
Service Type
Advice Engagement
Status
Participating Vendor
Website
https://www.valucompass.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/
Vitis Technologies
Product/Service Name
Vitis Technologies
Service Type
IT Support, MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://www.vitistech.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/
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/
Wealth
Product/Service Name
Wealth.com, wealth
Service Type
Financial Planning Software
Status
Participating Vendor
Website
www.wealth.com
WealthConductor
Product/Service Name
IncomeConductor
Service Type
Specialized Planning - Retirement
Status
Participating Vendor
Website
https://www.incomeconductor.com/
WealthFeed
Product/Service Name
WealthFeed
Service Type
Advisor Lead Generation, Business Development, Prospecting
Status
Participating Vendor
Website
https://www.wealthfeed.com/
Wealth Forge
Product/Service Name
Wealth Forge
Service Type
Alternative Investments
Status
Participating Vendor
Website
https://www.wealthforge.com/
Wealthtechs
Product/Service Name
Wealthtechs
Service Type
Data Aggregation
Status
Participating Vendor
Website
https://wealthtechs.com/
Wolf Consulting
Product/Service Name
Wolf Consulting
Service Type
MSP (Managed Service Provider)
Status
Participating Vendor
Website
https://wolfconsulting.com/
Wolters Kluwer
Product/Service Name
CCH Axcess Tax, CT Solutions
Service Type
Compliance, Tax Software
Status
Participating Vendor
Website
https://www.wolterskluwer.com
Workleap
Product/Service Name
Workleap
Service Type
Artificial Intelligence (AI), Engagement Platform, Human Resources Software
Status
Participating Vendor
Website
https://workleap.com/
World Insurance Associates
Product/Service Name
World Insurance Associates
Service Type
Insurance
Status
Participating Vendor
Website
https://www.worldinsurance.com/
Wright Business Technologies
Product/Service Name
Wright Business Technologies
Service Type
MSSP (Managed Security Service Provider)
Status
Participating Vendor
Website
https://www.wrighttechnologies.com/
YCharts
Product/Service Name
YCharts
Service Type
Financial Research and Proposal Platform
Status
Participating Vendor
Website
https://ycharts.com/
Zacks Investment Research
Product/Service Name
Zacks Investment Research
Service Type
Investment Research
Status
Participating Vendor
Website
https://www.zacks.com/
Zendesk
Product/Service Name
Zendesk
Service Type
Customer Support Software
Status
Participating Vendor
Website
https://www.zendesk.com/
Zeplyn
Product/Service Name
Zeplyn
Service Type
Artificial Intelligence (AI), Client Note Taking, Digital Assistant
Status
Participating Vendor
Website
https://www.zeplyn.ai/
Zinnia
Product/Service Name
SmartOffice
Service Type
CRM
Status
Participating Vendor
Website
https://www.smartofficecrm.com/
Zocks Communications
Product/Service Name
Zocks Communications
Service Type
Client Meeting Support
Status
Participating Vendor
Website
https://www.zocks.io/
Zoho
Product/Service Name
Site24x7 ManageEngine, Zoho
Service Type
CRM, Workspace platform
Status
Participating Vendor
Website
https://www.zoho.com/
1-800-Flowers.com
Product/Service Name
1-800-Flowers.com
Service Type
Promotional Products / Gifts
Status
Website
https://www.1800flowers.com/
1-800-Got-Junk
Product/Service Name
1-800-Got-Junk
Service Type
Document & File Destruction
Status
Website
https://www.1800gotjunk.com/
1Password
Product/Service Name
1Password
Service Type
Password Manager
Status
Website
https://1password.com/
2Do
Product/Service Name
2Do
Service Type
Task Manager
Status
Website
https://www.2doapp.com/
30 Degrees North
Product/Service Name
30 Degrees North
Service Type
Marketing, Website Builder
Status
Website
https://www.30degreesnorth.com/
3Cloud
Product/Service Name
3Cloud
Service Type
Microsoft Consultant
Status
Website
https://3cloudsolutions.com/
3xEquity
Product/Service Name
3xEquity
Service Type
Business Intelligence Metrics
Status
Website
https://www.3xequity.com/
4imprint
Product/Service Name
4imprint
Service Type
Promotional Products / Gifts
Status
Website
https://www.4imprint.com/
4Point
Product/Service Name
4Point
Service Type
Document Management
Status
Website
https://www.4point.com
4Voice
Product/Service Name
4Voice
Service Type
VOIP / Phone Systems
Status
Website
https://www.4voice.net/
529 Quickview
Product/Service Name
529 Quickview
Service Type
Client Account Portal
Status
Website
https://www.529quickview.com/
55ip
Product/Service Name
55ip
Service Type
Portfolio Rebalancing
Status
Website
https://www.55-ip.com/
8x8
Product/Service Name
8x8
Service Type
Communications
Status
Website
https://www.8x8.com/
Absolute Engagement
Product/Service Name
Absolute Engagement
Service Type
Client Survey
Status
Website
https://www.absoluteengagement.com/
ACA Group
Product/Service Name
ACA Group
Service Type
Compliance
Status
Website
https://www.acaglobal.com/
ACA Group (Foreside)
Product/Service Name
ACA Group (Foreside)
Service Type
Investment Data/Analytics
Status
Website
https://www.acaglobal.com/
Accionlabs
Product/Service Name
Accionlabs
Service Type
Application Development
Status
Website
https://www.accionlabs.com/
Accutech Systems
Product/Service Name
Accutech Systems
Service Type
Wealth Management Platform
Status
Website
https://www.trustasc.com/
Ace Twill Inc.
Product/Service Name
Ace Twill Inc.
Service Type
Printing
Status
Website
ACM Wealth - Advisors Capital Management
Product/Service Name
ACM Wealth - Advisors Capital Management
Service Type
Portfolio Management
Status
Website
https://advisorscapital.com/
Act!
Product/Service Name
Act!
Service Type
CRM
Status
Website
https://www.act.com/
Act Analytics
Product/Service Name
Act Analytics
Service Type
Investment Data/Analytics
Status
Website
https://www.act-analytics.com/
Action Security
Product/Service Name
Action Security
Service Type
Security System
Status
Website
https://actionsecurityusa.com/
Acuity Scheduling
Product/Service Name
Acuity Scheduling
Service Type
Scheduling
Status
Website
https://acuityscheduling.com/
Adam McCarty Business Consulting
Product/Service Name
Adam McCarty Business Consulting
Service Type
Consulting
Status
Website
Adar
Product/Service Name
Adar
Service Type
Cloud Platform
Status
Website
https://adarit.com/
Adhesion Wealth
Product/Service Name
Adhesion Wealth
Service Type
Advisor Platform
Status
Website
https://www.adhesionwealth.com/
Adobe
Product/Service Name
Acrobat, Creative Cloud, Sign
Service Type
E-Signature, PDF Editor, Software Solutions
Status
Website
https://www.adobe.com/
ADP
Product/Service Name
ADP
Service Type
Payroll
Status
Website
https://www.adp.com/
Aduro Advisors
Product/Service Name
Aduro Advisors
Service Type
Third Party Administrator
Status
Website
https://aduroadvisors.com/
Advanced Network Service
Product/Service Name
Advanced Network Service
Service Type
MSP (Managed Service Provider)
Status
Website
http://www.advnetservice.com/
Advanced Network Services
Product/Service Name
Advanced Network Services
Service Type
Status
Website
AdvicePay
Product/Service Name
AdvicePay
Service Type
Credit Card & ACH Processing
Status
Website
https://advicepay.com/
Advice Systems
Product/Service Name
Advice Systems
Service Type
Portfolio Analytics
Status
Website
https://advicesystems.com/
AdviceWorks
Product/Service Name
AdviceWorks
Service Type
Cloud Platform
Status
Website
https://www.adviceworks.net/
Advintro
Product/Service Name
Advintro
Service Type
Business Consulting
Status
Website
https://www.advintro.com/
Advisor Armor
Product/Service Name
Advisor Armor
Service Type
Compliance
Status
Website
https://www.advisorarmor.com/
AdvisorBid
Product/Service Name
AdvisorBid
Service Type
Business Development
Status
Website
https://www.advisorbid.com/
Advisor Circle
Product/Service Name
Advisor Circle
Service Type
Marketing
Status
Website
https://www.advisorcircle.com/
AdvisorClarity
Product/Service Name
AdvisorClarity
Service Type
Business Intelligence Metrics
Status
Website
https://advisorclarity.com/
Advisor Clarity
Product/Service Name
Advisor Clarity
Service Type
Status
Website
https://advisorclarity.com/
AdvisorCloud 360
Product/Service Name
AdvisorAssist
Service Type
Compliance
Status
Website
https://advisorassist.com/ria-services/advisorcloud/
AdvisorEngine
Product/Service Name
AdvisorEngine, B2B Robos
Service Type
CRM, Client Portal
Status
Website
http://www.advisorengine.com/
Advisor Growth Strategies
Product/Service Name
Advisor Growth Strategies
Service Type
Consulting
Status
Website
https://www.advisorgrowthllc.com/
Advisor Logistics
Product/Service Name
Advisor Logistics
Service Type
Status
Website
AdvisorPeak
Product/Service Name
AdvisorPeak
Service Type
Portfolio Rebalancing
Status
Website
https://advisorpeak.com/
Advisors Asset Management
Product/Service Name
Advisors Asset Management
Service Type
Asset Management Platform, Portfolio Design Solutions
Status
Website
https://www.aamlive.com/
Advisors Controls
Product/Service Name
Advisors Controls
Service Type
Social Security Analysis
Status
Website
https://advisorcontrols.com/
AdvisorStream
Product/Service Name
AdvisorStream
Service Type
Digital Marketing
Status
Website
https://www.advisorstream.com/
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