Standard
Participate
Clients
Gain time and productivity handling vendor management.
Vendors
Save on due diligence and multiple VRM system costs.
Vendor Directory
About
News
Contact
Log in
Login
Book a Demo
Some of our Participating Vendors
Participating Vendors have an Open VRM account to support their clients in the vendor due diligence process.
Book a Demo
Search Vendors
Buckler Open VRM
Vendor Directory
Supporting the Financial Services Industry
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
All Vendors
Browse the list of our participating vendors who are streamlining their processes.
Jetstream
Product/Service Name
Jetstream
Service Type
Medical Records Retrieval
Status
Website
https://jetstreamaps.com/
John Hancock
Product/Service Name
John Hancock
Service Type
Insurance
Status
Website
https://www.johnhancock.com
Johnson Controls
Product/Service Name
Johnson Controls
Service Type
Security System
Status
Website
https://www.johnsoncontrols.com
JotForms
Product/Service Name
JotForms
Service Type
Status
Website
JourneyGuide
Product/Service Name
JourneyGuide
Service Type
Specialized Planning - Retirement
Status
Website
https://www.journeyguideplanning.com/
JourneyTEAM
Product/Service Name
JourneyTEAM
Service Type
Microsoft Consultant
Status
Website
https://www.journeyteam.com/
KFS Educational Services
Product/Service Name
KFS Educational Services
Service Type
Education Planning
Status
Website
KGC Solutions
Product/Service Name
KGC Solutions
Service Type
Status
Website
Kaseya
Product/Service Name
Backupify, Kaseya, Vorex
Service Type
Backup, IT Support Software, Software Solutions
Status
Website
https://www.kaseya.com/
Kaspersky
Product/Service Name
Kaspersky
Service Type
MSSP (Managed Security Service Provider)
Status
Website
https://usa.kaspersky.com/
Kastle
Product/Service Name
Kastle
Service Type
Status
Website
Kastle Systems
Product/Service Name
Kastle Systems
Service Type
Security System
Status
Website
https://www.kastle.com/
Keap
Product/Service Name
Keap
Service Type
CRM, Email Marketing
Status
Website
https://keap.com/
Keeper Security
Product/Service Name
Keeper Security
Service Type
Password Management
Status
Website
https://www.keepersecurity.com/
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
Laxis
Product/Service Name
Laxis
Service Type
Digital Assistant
Status
Website
https://www.laxis.com/
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
Previous
Next
