BlueVestment

Automation

  •     Portfolio Analytics;
  •     Assets Scanning  / Filtering;
  •     Auto-Invest;
  •     Support:  LendingClub.

    Price: Free or Paid

Check the Website

YODLEE

Data Analytics

  •     FinTech;
  •     Financial Data APIs;
  •     Digital Banking;
  •     PFM.

    Price: Paid

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LendingRobot

Automation

  •     Portfolio Analytics;
  •     Assets Scanning  / Filtering;
  •     Auto-Invest;
  •     Support:  LendingClub.

    Price: Paid

Check the Website

Quicken

Tax Solutions

  •     Consumers;
  •     Business owners;
  •     Tax Professionals;
  •     State Tax returns.

    Price: Paid

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NSR Invest

Automation

  •     Assets Scanning  / Filtering;
  •     Auto-Invest;
  •     Support:  LendingClub, Prosper, FundingCircle

    Price: Paid

Check the Website

TurboTax

Tax Solutions

  •     Consumers;
  •     Business owners;
  •     Tax Professionals;
  •     State Tax returns.

    Price: Free or Paid

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PeerCube

Automation

  •     Portfolio Analytics;
  •     Assets Scanning  / Filtering;
  •     Auto-Invest;
  •     Support:  LendingClub, Prosper

    Price: Free or Paid

Check the Website

TaxSlayer

Tax Solutions

  •     Consumers;
  •     Business owners;
  •     Tax Professionals;
  •     State Tax returns.

    Price: Free or Paid

Check the Website

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