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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.
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/
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/
RightCapital
Product/Service Name
RightCapital
Service Type
Financial Planning Software
Status
Participating Vendor
Website
https://www.rightcapital.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/
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/
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/
Simplii
Product/Service Name
Simplii
Service Type
VOIP / Phone Systems
Status
Participating Vendor
Website
https://www.simplii.net/
Smarsh
Product/Service Name
Smarsh
Service Type
Archiving
Status
Participating Vendor
Website
https://www.smarsh.com/
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/
Sophos
Product/Service Name
Sophos
Service Type
Cybersecurity Solutions
Status
Participating Vendor
Website
https://www.sophos.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/
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
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/
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/
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/
Wealth
Product/Service Name
Wealth.com, wealth
Service Type
Financial Planning Software
Status
Participating Vendor
Website
www.wealth.com
Wealth Forge
Product/Service Name
Wealth Forge
Service Type
Alternative Investments
Status
Participating Vendor
Website
https://www.wealthforge.com/
WealthConductor
Product/Service Name
IncomeConductor
Service Type
Specialized Planning - Retirement
Status
Participating Vendor
Website
https://www.incomeconductor.com/
Wealthbox
Product/Service Name
Wealthbox
Service Type
CRM
Status
Participating Vendor
Website
http://www.wealthbox.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
World Insurance Associates
Product/Service Name
World Insurance Associates
Service Type
Insurance
Status
Participating Vendor
Website
https://www.worldinsurance.com/
YCharts
Product/Service Name
YCharts
Service Type
Financial Research and Proposal Platform
Status
Participating Vendor
Website
https://ycharts.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/
eMoney Advisor
Product/Service Name
eMoney Advisor
Service Type
Financial Planning Software
Status
Participating Vendor
Website
https://emoneyadvisor.com/
fpPathfinder
Product/Service Name
fpPathfinder
Service Type
Financial Planning
Status
Participating Vendor
Website
https://www.fppathfinder.com/
iCapital
Product/Service Name
iCapital
Service Type
Asset Management Platform
Status
Participating Vendor
Website
https://icapital.com/
monday.com
Product/Service Name
monday.com
Service Type
Task Manager, Project Management
Status
Participating Vendor
Website
https://monday.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/
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/
4imprint
Product/Service Name
4imprint
Service Type
Promotional Products / Gifts
Status
Website
https://www.4imprint.com/
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/
A-LIG
Product/Service Name
A-LIG
Service Type
Compliance
Status
Website
https://www.a-lign.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/
ACM Wealth - Advisors Capital Management
Product/Service Name
ACM Wealth - Advisors Capital Management
Service Type
Portfolio Management
Status
Website
https://advisorscapital.com/
ADP
Product/Service Name
ADP
Service Type
Payroll
Status
Website
https://www.adp.com/
AIG - American International Group
Product/Service Name
American General
Service Type
Life Insurance
Status
Website
https://www.lifeandretirement.aig.com/individuals
AIN Advantage Insurance Network
Product/Service Name
AIN Advantage Insurance Network
Service Type
Insurance Underwriting
Status
Website
https://www.ainessentials.com
AIT Business Technologies
Product/Service Name
AIT Business Technologies
Service Type
MSP (Managed Service Provider)
Status
Website
https://appletontech.com/
APPS Medical Services
Product/Service Name
APPS Medical Services
Service Type
Medical Services
Status
Website
https://appslive.com/Index.aspx
APW
Product/Service Name
APW
Service Type
Broker Dealer
Status
Website
https://www.aurorapw.com/
ARI
Product/Service Name
ARI
Service Type
IP Address Registry
Status
Website
https://www.arin.net/
ARP Network
Product/Service Name
ARP Network
Service Type
Cloud Storage
Status
Website
https://www.arpnetworks.com
ARQA AI
Product/Service Name
ARQA AI
Service Type
Financial Planning Software
Status
Website
https://arqa.ai/
AT&T
Product/Service Name
AT&T, Alien Vault
Service Type
Cybersecurity, VOIP / Phone Systems
Status
Website
https://about.att.com/
ATA RiskStation
Product/Service Name
ATA RiskStation
Service Type
Risk Management
Status
Website
http://atariskstation.com/
AWeber
Product/Service Name
AWeber
Service Type
Email Marketing
Status
Website
https://www.aweber.com/
AXA Group
Product/Service Name
AXA Group
Service Type
Insurance
Status
Website
https://www.axa.com/
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