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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.
Kemark
Product/Service Name
Kemark
Service Type
Stock Exchanges Medallion Program (SEMP)
Status
Website
http://www.kemarkfinancial.com/
Key Bank
Product/Service Name
Key Bank
Service Type
Banking Services
Status
Website
https://www.key.com/
Key Bridge Compliance LLC
Product/Service Name
Key Bridge Compliance LLC
Service Type
Compliance
Status
Website
https://www.keybridgecompliance.com/
Kibana
Product/Service Name
Elastic
Service Type
Data Analytics
Status
Website
https://www.elastic.co/
Kimberly Tift
Product/Service Name
Kimberly Tift
Service Type
Legal Services / Attorneys
Status
Website
Kinsta
Product/Service Name
Kinsta
Service Type
Website Hosting
Status
Website
https://www.kinsta.com
Kitces.com
Product/Service Name
Kitces.com
Service Type
FinTech Resources
Status
Website
https://www.kitces.com
KnowBe4
Product/Service Name
KnowBe4
Service Type
Cybersecurity Awareness Training
Status
Website
https://www.knowbe4.com/
Koyfin
Product/Service Name
Koyfin
Service Type
Investment Data/Analytics
Status
Website
https://www.koyfin.com/
Kwanti
Product/Service Name
Kwanti
Service Type
Investment Data/Analytics
Status
Website
https://kwanti.com/
LLR
Product/Service Name
LLR
Service Type
Private Equity Firm
Status
Website
https://www.llrpartners.com/
LPL Financial
Product/Service Name
LPL Financial
Service Type
Advisor Platform
Status
Website
https://www.lpl.com/
LSA Portfolio Analytics
Product/Service Name
LSA Portfolio Analytics
Service Type
Investment Strategies & Analysis, Research and Data
Status
Website
www.LSAportfolios.com
Labcorp
Product/Service Name
Labcorp
Service Type
Lab Services
Status
Website
https://www.labcorp.com/
Laser App
Product/Service Name
Laser App
Service Type
Forms Management
Status
Website
http://www.laserapp.com/
Laserfiche
Product/Service Name
Laserfiche
Service Type
Document Management
Status
Website
https://www.laserfiche.com/
LastPass
Product/Service Name
LastPass
Service Type
Password Manager
Status
Website
https://www.lastpass.com/
LaunchIT MSP
Product/Service Name
LaunchIT MSP
Service Type
Status
Website
Lead Pilot
Product/Service Name
Lead Pilot
Service Type
Digital Marketing
Status
Website
https://twentyoverten.com/lead-pilot
LeadSimple
Product/Service Name
LeadSimple
Service Type
Lead Generation
Status
Website
https://www.leadsimple.com
LegacyShield
Product/Service Name
LegacyShield
Service Type
Specialized Planning - Estate
Status
Website
https://www.legacyshield.com/
Legal & General America
Product/Service Name
Banner Life
Service Type
Life Insurance
Status
Website
https://www.lgamerica.com/
Legal Software Connection Inc.
Product/Service Name
Legal Software Connection Inc.
Service Type
Status
Website
Leimberg, LeClair & Lackner
Product/Service Name
NumberCruncher, QuickView
Service Type
Estate Planning Software, Software Vendor
Status
Website
https://leimberg.com
Libretto
Product/Service Name
Libretto
Service Type
Advisor Platform
Status
Website
https://libretto.io/
Life Stage Insights
Product/Service Name
Life Stage Insights
Service Type
Behavior Assessments
Status
Website
https://www.lifestageinsights.com/
LifeArcPlan
Product/Service Name
LifeArcPlan
Service Type
Client Data Gathering
Status
Website
https://lifearcplan.com/
LifeSite
Product/Service Name
LifeSite
Service Type
Specialized Planning - Estate
Status
Website
https://www.lifesite.co/
LifeYield
Product/Service Name
LifeYield
Service Type
Portfolio Rebalancing
Status
Website
https://www.lifeyield.com/
Lifeworks
Product/Service Name
Lifeworks
Service Type
Performance Reporting
Status
Website
https://lifeworksadvisors.com/
Limestone Pension Associates
Product/Service Name
Limestone Pension Associates
Service Type
Pension Planning
Status
Website
https://www.limestonepension.net/
Lincoln Archives
Product/Service Name
Lincoln Archives
Service Type
Document & File Destruction, Document Storage
Status
Website
https://lincolnarchives.com/
Lincoln Financial Group
Product/Service Name
Lincoln Financial Group
Service Type
Insurance
Status
Website
https://www.lincolnfinancial.com
Lincoln International
Product/Service Name
Lincoln International
Service Type
Mergers and Acquisitions
Status
Website
https://www.lincolninternational.com/
LinkedIn
Product/Service Name
LinkedIn
Service Type
Social Networking
Status
Website
https://www.linkedin.com/
Liquid Web
Product/Service Name
Liquid Web
Service Type
Cloud Hosting
Status
Website
https://www.liquidweb.com/
Loan Vision
Product/Service Name
Loan Vision
Service Type
Mortgage
Status
Website
https://loan-vision.com/
Lodas Markets
Product/Service Name
Lodas Markets
Service Type
Alternative Investments
Status
Website
https://lodasmarkets.com/
Logicly
Product/Service Name
Logicly
Service Type
Investment Data/Analytics
Status
Website
https://logicly.finance/
Loom
Product/Service Name
Loom
Service Type
Video Messaging
Status
Website
https://www.loom.com/
Loopio
Product/Service Name
Loopio
Service Type
RFP Software
Status
Website
https://loopio.com/
Lowenstein Sandler LLP
Product/Service Name
Lowenstein Sandler LLP
Service Type
Legal Services / Attorneys
Status
Website
https://www.lowenstein.com/
Lumen
Product/Service Name
Lumen
Service Type
Security
Status
Website
https://www.lumen.com
Lumina AI
Product/Service Name
Lumina AI
Service Type
Document Storage
Status
Website
https://www.withlumina.com/
Luminary
Product/Service Name
Luminary
Service Type
Status
Website
M Capital Advisors
Product/Service Name
M Capital Advisors
Service Type
Status
Website
MG Stover
Product/Service Name
MG Stover
Service Type
Third Party Administrator
Status
Website
https://www.mgstover.com/
MNE Services
Product/Service Name
MNE Services
Service Type
Medical Examination Services
Status
Website
http://mneservices.com/
MT Business Technologies
Product/Service Name
MT Business Technologies
Service Type
Office Equipment
Status
Website
https://mtbt.com/
Macabacus
Product/Service Name
Macabacus
Service Type
Workflow
Status
Website
https://macabacus.com/
MacroRisk Analytics
Product/Service Name
MacroRisk Analytics
Service Type
Stress Testing
Status
Website
https://www.macrorisk.com/
Magnifi
Product/Service Name
Magnifi
Service Type
Investment Data/Analytics
Status
Website
https://magnifi.com/
Mailchimp
Product/Service Name
Mailchimp
Service Type
Email Marketing
Status
Website
https://mailchimp.com/
MarketPro
Product/Service Name
MarketPro
Service Type
Data Gathering
Status
Website
https://www.issmarketintelligence.com/solutions/marketpro/
MarketingPro
Product/Service Name
MarketingPro
Service Type
Marketing
Status
Website
https://marketing.pro/
Marstone
Product/Service Name
Marstone
Service Type
Asset Management Platform
Status
Website
https://www.marstone.com/
Maryland Telephone
Product/Service Name
Maryland Telephone
Service Type
Communications
Status
Website
https://www.mdtelephone.com/
MassMutual
Product/Service Name
MassMutual
Service Type
Life Insurance
Status
Website
https://www.massmutual.com/
MassMutual Trust Company
Product/Service Name
MassMutual Trust Company
Service Type
Custodian
Status
Website
https://www.massmutualtrust.com/
MassTechnical
Product/Service Name
MassTechnical
Service Type
Database Development
Status
Website
http://www.masstechnical.com/
Maus
Product/Service Name
Maus
Service Type
Financial Planning Software
Status
Website
https://maus.com/
Maus Software
Product/Service Name
Maus Software
Service Type
Status
Website
https://maus.com/
Max
Product/Service Name
Max
Service Type
Specialized Planning
Status
Website
https://www.maxmyinterest.com/
MaxiFi
Product/Service Name
MaxiFi
Service Type
Financial Planning
Status
Website
https://maxifiplanner.com/
Maximize My Social Security
Product/Service Name
Maximize My Social Security
Service Type
Specialized Planning - Retirement
Status
Website
https://maximizemysocialsecurity.com/
Maxio
Product/Service Name
Maxio
Service Type
Payment Processing
Status
Website
https://www.maxio.com/
McDonald Information Services
Product/Service Name
McDonald Information Services
Service Type
OFAC Review
Status
Website
https://www.callmis.com/
McIlvain and Associates
Product/Service Name
McIlvain and Associates
Service Type
Legal Services / Attorneys
Status
Website
MediPro
Product/Service Name
MediPro
Service Type
Medical Examination Services
Status
Website
https://mediprodirect.com/
Meet Alfred
Product/Service Name
Meet Alfred
Service Type
Lead Generation
Status
Website
https://meetalfred.com/
Mentis Group
Product/Service Name
Mentis Group
Service Type
Status
Website
Mentor Systems Inc
Product/Service Name
Mentor Systems Inc
Service Type
Business Consulting
Status
Website
Mercury
Product/Service Name
Mercury
Service Type
Banking Services
Status
Website
https://mercury.com/
Merrill
Product/Service Name
Merrill
Service Type
Wealth Management
Status
Website
https://www.ml.com
MessageWatcher
Product/Service Name
MessageWatcher
Service Type
Social Media Archiving
Status
Website
http://messagewatcher.com/
MetLife
Product/Service Name
MetLife
Service Type
Life Insurance
Status
Website
https://www.metlife.com/
MetroFax
Product/Service Name
MetroFax
Service Type
Communications, Online Fax Service
Status
Website
https://www.metrofax.com/
MicroXpress
Product/Service Name
MicroXpress
Service Type
MSP (Managed Service Provider)
Status
Website
Microsoft
Product/Service Name
Azure, Microsoft 365
Service Type
Cloud Computing, Communications
Status
Website
https://microsoft.com/
Microsoft Advertising
Product/Service Name
Microsoft Advertising
Service Type
Advertising
Status
Website
https://ads.microsoft.com
Microsoft OneDrive
Product/Service Name
Microsoft OneDrive
Service Type
Status
Website
Microsoft Teams
Product/Service Name
Microsoft Teams
Service Type
Status
Website
Midland National
Product/Service Name
Midland National
Service Type
Insurance
Status
Website
https://www.midlandnational.com/
Millbrook Property
Product/Service Name
Millbrook Property
Service Type
Real Estate Management
Status
Website
Millennium Trust
Product/Service Name
Millennium Trust
Service Type
Status
Website
Mimecast
Product/Service Name
Mimecast
Service Type
Email Security
Status
Website
https://www.mimecast.com/
MindManager
Product/Service Name
MindManager
Service Type
Project Management
Status
Website
https://www.mindmanager.com
MindMeister
Product/Service Name
MindMeister
Service Type
Mind Mapping
Status
Website
https://www.mindmeister.com/
Minnesota Life Insurance Company
Product/Service Name
Securian Life Insurance Company
Service Type
Life Insurance
Status
Website
https://www.securian.com/
Minted
Product/Service Name
Minted
Service Type
Communications
Status
Website
https://www.minted.com/
Mirador
Product/Service Name
Mirador
Service Type
Client Account Portal
Status
Website
https://mirador.com/
Miriam Medina
Product/Service Name
Miriam Medina
Service Type
Cleaning Services
Status
Website
Missive
Product/Service Name
Missive
Service Type
Email Hosting
Status
Website
https://missiveapp.com/
Mitel
Product/Service Name
Mitel
Service Type
VOIP / Phone Systems
Status
Website
https://www.mitel.com/
Mobile Assistant
Product/Service Name
Mobile Assistant
Service Type
Client Note Taking
Status
Website
https://mobileassistant.us/
Mogli
Product/Service Name
Mogli
Service Type
SMS Texting
Status
Website
https://www.mogli.com
Momentum Telecom
Product/Service Name
Momentum Telecom
Service Type
MSP (Managed Service Provider)
Status
Website
https://gomomentum.com/
Monarch
Product/Service Name
Monarch
Service Type
Financial Vitals
Status
Website
https://www.monarchmoney.com/
Monarch Accounting Group
Product/Service Name
Monarch Accounting Group
Service Type
Accounting
Status
Website
https://www.monarchaccountinggroup.com/
Monarch Accounting Supplies
Product/Service Name
Monarch Accounting Supplies
Service Type
Office Supplies
Status
Website
https://www.monarchtaxforms.com/
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