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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.
Enrich
Product/Service Name
Enrich
Service Type
Estate Planning Software
Status
Website
https://www.enrich.org/
Ensight
Product/Service Name
Ensight
Service Type
Digital Marketing, Investment Data/Analytics
Status
Website
https://ensightcloud.com/
Entreda
Product/Service Name
Entreda
Service Type
Cybersecurity
Status
Website
https://www.entreda.com/
Entrustody
Product/Service Name
Entrustody
Service Type
Custodial Platforms
Status
Website
https://www.entrustody.com/
Envestnet
Product/Service Name
Envestnet, MoneyGuide Pro, Tamarac, Yodlee
Service Type
Account Aggregation, Advisor Platform, Financial Planning
Status
Website
https://www.envestnet.com/
EquiTrust
Product/Service Name
EquiTrust
Service Type
Life Insurance
Status
Website
https://www.equitrust.com/
Equinix
Product/Service Name
Equinix
Service Type
Data Center
Status
Website
https://www.equinix.com/
Equisoft
Product/Service Name
Equisoft
Service Type
CRM
Status
Website
https://www.equisoft.com/
Equitable
Product/Service Name
Equitable
Service Type
Life Insurance
Status
Website
https://equitable.com/
Equity Services Inc
Product/Service Name
Equity Services Inc
Service Type
Broker Dealer
Status
Website
https://www.equity-services.com/
Equity Trust Company
Product/Service Name
Equity Trust Company
Service Type
Custodian
Status
Website
https://www.trustetc.com/
Erado
Product/Service Name
Erado
Service Type
Social Media Archiving
Status
Website
https://www.erado.com/
Etsy
Product/Service Name
Etsy
Service Type
Promotional Products / Gifts
Status
Website
https://www.etsy.com
Everplans
Product/Service Name
Everplans
Service Type
Data Aggregation
Status
Website
https://www.everplans.com/
Eversource
Product/Service Name
Eversource
Service Type
Utilities
Status
Website
https://www.eversource.com
Exam Care Concept - ECC
Product/Service Name
Exam Care Concept - ECC
Service Type
Medical Examination Services
Status
Website
http://www.examcareconcept.com/
ExamOne
Product/Service Name
ExamOne
Service Type
Medical Examination Services
Status
Website
https://www.examone.com/
Excel Business Systems
Product/Service Name
Excel Business Systems
Service Type
Office Equipment
Status
Website
https://www.excelbusinesssystems.com
Excellarate
Product/Service Name
Excellarate
Service Type
Data Analytics
Status
Website
https://www.excellarate.com/
ExecPlan
Product/Service Name
ExecPlan
Service Type
Financial Planning
Status
Website
http://www.execplan.com/
Executive Scheduling Associates
Product/Service Name
Executive Scheduling Associates
Service Type
Business System Support
Status
Website
https://www.esasolutions.com/
Extra Space Storage
Product/Service Name
Extra Space Storage
Service Type
Self Storage
Status
Website
https://www.extraspace.com
F&G Annuities and Life
Product/Service Name
Fidelity & Guaranty Life Insurance Company (F&G)
Service Type
Life Insurance
Status
Website
https://www.fglife.com/
F1 Information Technologies
Product/Service Name
F1 Information Technologies
Service Type
MSSP (Managed Security Service Provider)
Status
Website
F2 Strategy LLC
Product/Service Name
F2 Strategy LLC
Service Type
Consulting
Status
Website
https://www.f2strategy.com/
FG Funnels
Product/Service Name
FG Funnels
Service Type
Website Builder
Status
Website
https://www.fgfunnels.com/
FINRA
Product/Service Name
FINRA
Service Type
Regulatory or Government Agency
Status
Website
https://www.finra.org/
FIS
Product/Service Name
FIS
Service Type
Portfolio Management
Status
Website
https://www.fisglobal.com/
FLYWHEEL
Product/Service Name
FLYWHEEL
Service Type
Status
Website
FMG / MyRepChat
Product/Service Name
MyRepChat
Service Type
Text Message Archiving
Status
Website
https://myrepchat.com/
FMG Suite
Product/Service Name
FMG Suite
Service Type
Digital Marketing
Status
Website
https://fmgsuite.com/
FMR, LLC (Fidelity)
Product/Service Name
Fidelity Investments, Fidelity Investments Life Insurance Company, National Financial Services (NFS), Wealthscape
Service Type
Advisor Platform, Custodian, Life Insurance, Trade Execution
Status
Website
https://www.fidelity.com/
FMeX
Product/Service Name
FMeX
Service Type
Digital Marketing
Status
Website
https://fmexdirect.com/
FP Transitions
Product/Service Name
FP Transitions
Service Type
Business Consulting
Status
Website
https://www.fptransitions.com
Fabric
Product/Service Name
Fabric
Service Type
Risk Management
Status
Website
https://fabricrisk.com/
Fabulous Cleaners
Product/Service Name
Fabulous Cleaners
Service Type
Cleaning Services
Status
Website
Facebook
Product/Service Name
Facebook
Service Type
Social Networking
Status
Website
https://www.facebook.com/
FactSet
Product/Service Name
FactSet
Service Type
Investment Data/Analytics
Status
Website
https://www.factset.com/
Farelli Consulting Group
Product/Service Name
Farelli Consulting Group
Service Type
Network Security
Status
Website
https://farelliconsulting.com/
Farmer & Betts
Product/Service Name
Farmer & Betts
Service Type
Third Party Administrator
Status
Website
https://www.fbpension.com/
Fast Slow Motion
Product/Service Name
Fast Slow Motion
Service Type
Salesforce Consultant
Status
Website
https://www.fastslowmotion.com/
Fastly
Product/Service Name
Fastly
Service Type
Cloud Solutions
Status
Website
https://www.fastly.com/
FedEx
Product/Service Name
FedEx
Service Type
Shipping
Status
Website
https://www.fedex.com/
FeeOnlyNetwork.com
Product/Service Name
FeeOnlyNetwork.com
Service Type
Advisor Lead Generation
Status
Website
https://www.feeonlynetwork.com/
Fi-Tek
Product/Service Name
Fi-Tek
Service Type
Portfolio Management
Status
Website
https://www.fi-tek.com/
Fidelity Charitable
Product/Service Name
Fidelity Charitable
Service Type
501(c)(3) Organization, Custodian
Status
Website
https://www.fidelitycharitable.org/
Fidelity Life
Product/Service Name
Fidelity Life
Service Type
Life Insurance
Status
Website
https://fidelitylife.com/
Fiduciary Genius
Product/Service Name
Fiduciary Genius
Service Type
Specialized Planning - Retirement
Status
Website
https://fiduciarygenius.com/
FiduciaryShield
Product/Service Name
FiduciaryShield
Service Type
401(k) Implementation
Status
Website
https://fiduciaryshield.bidmoni.com/
Fiducient Advisors
Product/Service Name
Fiducient Advisors
Service Type
Financial Markets Consulting
Status
Website
https://www.fiducientadvisors.com/
Figma
Product/Service Name
Figma
Service Type
Software Solutions, Website Builder
Status
Website
https://www.figma.com/
File Zilla
Product/Service Name
File Zilla
Service Type
File Transfer
Status
Website
https://filezilla-project.org/
Files.com
Product/Service Name
Files.com
Service Type
Status
Website
FinFolio
Product/Service Name
FinFolio
Service Type
Portfolio Management
Status
Website
http://www.finfolio.com
FinMason
Product/Service Name
FinMason
Service Type
Financial Services Platform
Status
Website
https://finmason.com/
FinMate AI
Product/Service Name
FinMate AI
Service Type
Client Note Taking
Status
Website
https://www.finmate.ai/
FinanceHQ
Product/Service Name
FinanceHQ
Service Type
Financial Planner Matching Service
Status
Website
https://www.financehq.com
Financial DNA
Product/Service Name
Financial DNA
Service Type
Financial Services Platform
Status
Website
https://financialdna.com/
Financial Fitness Group
Product/Service Name
Financial Fitness Group
Service Type
Enterprise Software
Status
Website
https://financialfitnessgroup.com/
Financial Independence Group
Product/Service Name
Financial Independence Group
Service Type
Marketing
Status
Website
https://www.figmarketing.com
Financial Planning Association
Product/Service Name
Financial Planning Association
Service Type
Professional Association
Status
Website
https://www.onefpa.org
Financial Planning Web
Product/Service Name
Financial Planning Web
Service Type
Financial Planner Matching Service
Status
Website
Finartis
Product/Service Name
Finartis
Service Type
Portfolio Management
Status
Website
https://www.finartis.com/
Finovo
Product/Service Name
Finovo
Service Type
Business Consulting
Status
Website
https://www.gofinovo.com/
Finteract
Product/Service Name
Finteract
Service Type
Professional Networking
Status
Website
https://finteract.net/
Fireflies.ai
Product/Service Name
Fireflies.ai
Service Type
Artificial Intelligence (AI)
Status
Website
https://fireflies.ai/
Firm Created Vendor
Product/Service Name
Firm Created Vendor
Service Type
Status
Website
First Ascent Asset Management
Product/Service Name
First Ascent Asset Management
Service Type
Portfolio Management
Status
Website
https://firstascentam.com/
First Clearing
Product/Service Name
First Clearing
Service Type
Custodian
Status
Website
www.firstclearing.com
First Rate
Product/Service Name
First Rate
Service Type
Performance Reporting
Status
Website
http://firstrate.com/
First Trust Portfolios
Product/Service Name
First Trust Portfolios
Service Type
Investment Strategies & Analysis
Status
Website
https://www.ftportfolios.com
Fiserv
Product/Service Name
Fiserv
Service Type
Financial Services Platform
Status
Website
https://www.fiserv.com
Fixed Fee IT
Product/Service Name
Fixed Fee IT
Service Type
MSP (Managed Service Provider)
Status
Website
https://fixedfeeit.com/
Flec Tech Inc
Product/Service Name
Flec Tech Inc
Service Type
MSP (Managed Service Provider)
Status
Website
http://flectechnology.com/
FlexTrade
Product/Service Name
FlexTrade
Service Type
Trading Platform
Status
Website
https://flextrade.com/
Floify
Product/Service Name
Floify
Service Type
Mortgage
Status
Website
https://floify.com/
Flores & Associates
Product/Service Name
Flores & Associates
Service Type
Broker Dealer
Status
Website
https://www.flores-associates.com
Flyer Financial Technologies
Product/Service Name
Flyer Financial Technologies
Service Type
Trading Platform
Status
Website
https://flyerft.com/
Folio Institutional
Product/Service Name
Folio Institutional
Service Type
Advisor Platform
Status
Website
https://info.folioinstitutional.com/
Foresters Financial
Product/Service Name
Foresters Financial
Service Type
Life Insurance
Status
Website
https://www.foresters.com
Formidable Forms
Product/Service Name
Formidable Forms
Service Type
Forms / Form Builder
Status
Website
https://formidableforms.com/
Forta
Product/Service Name
HelpSystems
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://www.fortra.com/
Fortinet
Product/Service Name
Fortinet
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://www.fortinet.com/
ForwardLane
Product/Service Name
ForwardLane
Service Type
Business System Support
Status
Website
https://www.forwardlane.com/
Fouch
Product/Service Name
Fouch
Service Type
Application Development
Status
Website
Foxit
Product/Service Name
Foxit
Service Type
PDF Editor
Status
Website
https://www.foxit.com/
Franklin Templeton
Product/Service Name
Franklin Templeton
Service Type
Investment Firm
Status
Website
https://www.franklintempleton.com/
Freshdesk
Product/Service Name
Freshworks
Service Type
Customer Support Software
Status
Website
https://www.freshworks.com/
FusionIQ
Product/Service Name
FusionIQ
Service Type
Trading Platform
Status
Website
https://fusioniq.io/
FutureVault
Product/Service Name
FutureVault
Service Type
Client File Sharing
Status
Website
https://www.futurevault.com/
G&A Partners - WorkSight
Product/Service Name
G&A Partners - WorkSight
Service Type
Payroll
Status
Website
https://www.gnapartners.com/
GBG
Product/Service Name
GBG - Global Benefits Group
Service Type
Insurance
Status
Website
https://www.gbg.com/
GILICO
Product/Service Name
GILICO
Service Type
Life Insurance
Status
Website
https://www.gilico.com/
GLFSI
Product/Service Name
GLFSI
Service Type
Status
Website
GLG
Product/Service Name
GLG
Service Type
Consulting
Status
Website
https://glginsights.com/
GReminder
Product/Service Name
GReminder
Service Type
Status
Website
Gainbridge
Product/Service Name
Gainbridge
Service Type
Annuity Research
Status
Website
https://gainbridge.io/
Gainfully
Product/Service Name
Gainfully
Service Type
Digital Marketing
Status
Website
https://www.gainfully.com/
Gallagher
Product/Service Name
Gallagher
Service Type
Insurance
Status
Website
https://www.gallagheraffinity.com/
Genivity
Product/Service Name
Genivity
Service Type
Specialized Planning
Status
Website
https://www.genivity.com/
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