Fintech Sandbox Integrations

Nasdaq Metrio is a sustainability reporting platform tailored for businesses at various stages of their ESG journey. It merges meticulous data collection, tracking, and management with emissions calculations and assurance. Additionally, it provides a comprehensive library of metrics from various rater and ranker frameworks as well as regulatory bodies, all cross-referenced, de-duplicated, and clarified, complete with guidance notes.

AWS is the leading provider of cloud computing, delivering over 200 fully featured services to organizations worldwide. Its offerings cover everything from infrastructure—such as compute, storage, and networking—to advanced technologies like artificial intelligence, machine learning, and agentic AI. Businesses use AWS to modernize legacy systems, run high-performance workloads, and build scalable, secure applications. Core services like Amazon EC2, Amazon S3, and Amazon DynamoDB provide foundational capabilities, while advanced solutions like SageMaker and AWS Transform enable AI-driven transformation. The platform is supported by a global infrastructure that includes 38 regions, 120 availability zones, and 400+ edge locations, ensuring low latency and high reliability. AWS integrates with leading enterprise tools, developer SDKs, and partner ecosystems, giving teams the flexibility to adopt cloud at their own pace. Its training and certification programs help individuals and companies grow cloud expertise with industry-recognized credentials. With its unmatched breadth, depth, and proven track record, AWS empowers organizations to innovate and compete in the digital-first economy.

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. Plaid supports a wide range of industries and financial workflows, including: Banks & credit unions, Payouts streamline disbursements, and Pay by Bank supports direct consumer-to-business payments for recurring bills, subscriptions, and eCommerce, Mortgages & lending, Government & public sector programs, Property management, Gaming, Crypto & Digital Assets, Business finances, and Wealth Management. Customers include Venmo, Robinhood, Rocket, Carvana, Affirm, Invitation Homes, and many more. Plaid is built with enterprise-grade encryption, continuous monitoring, and regulatory compliance, including PSD2 in Europe and FCA requirements in the UK. Plaid does not hold funds but enables secure data transfer and payment initiation. Plaid provides trusted infrastructure across payments, identity verification, fraud prevention, account connectivity, and open banking. With scale, security, and mobile-first design, Plaid helps businesses create seamless and secure financial experiences for millions of consumers worldwide.

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

We deliver data designed to enhance your workflow, analytics that enable superior performance, and insights that offer valuable perspective. FactSet supports more than 6,000 firms in the financial services sector as they tackle key issues like reducing technology expenses, constructing seamless workflows, managing risks, and establishing effective data governance across their organizations. With over 160,000 investment professionals relying on our extensive data feeds, desktop analytics, web and mobile solutions, and personalized client support, we revolutionize how they identify, evaluate, and seize opportunities in the market. This commitment to excellence ensures that our clients are always equipped to navigate the complexities of their industries.

It's no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the data supply chain with advanced infrastructure and machine learning, delivering high-quality data through cutting-edge tools designed for developers and engineers, and getting it all in the hands of people who are challenging the system. If you're creating the next big thing, we're here to help- see what it means to be #PoweredbyIntrinio Our Equity Data packages includes an extensive network of US company fundamentals and stock market data suitable for all types of business needs and budgets. Our Options fast, simple, real-time stock option pricing data allows users to leverage Intrinio's powerful infrastructure to pull clean options data without the time and cost of connecting to OPRA directly. Intrinio provides a comprehensive global set of consensus ESG ratings constructed by CSRHub. Enhance your ESG expertise, benchmark your firm's ESG ratings against your peers, and provide your clients with the ESG data they need.

Experience real-time visibility of every Trade & Quote occurring in the US and effortlessly access vast amounts of historical tick data through our robust APIs. Enjoy unlimited usage of our stock data APIs without any restrictions on queries per minute or daily call limits for all premium subscriptions. Our market data platform ensures low-latency real-time information with an average latency of just 20ms, significantly outperforming many competitors. With our powerful Snapshot APIs, you can quickly view the entire market landscape and identify the day's top gainers and losers. Our aggregates APIs also allow you to request data over any time frame, whether it be in 1 minute, 7 minutes, or even 16 days; the possibilities are endless. By obtaining stock data directly from the source, you can have clarity on your costs without the hassle of intermediaries, thus saving time and money. Explore the full potential of market data and make informed decisions with confidence.

Dow Jones Risk & Compliance, a global provider, provides best-in class risk data, web based software applications, and scalable due-diligence services to help organizations manage risks and meet regulatory requirements in relation to financial crime, third party risk management, international trade, and sanctions. Dow Jones Risk & Compliance is built on the legacy of the world's trusted newsroom. It combines the expertise and knowledge of a multilingual team of researchers with the industry-leading data scientists, technologists and analysts to provide actionable compliance content. Our solutions were created in partnership with leading legal and political advisors, including former regulators, to help our clients maintain consistency among global business units and teams.

Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.

ATTOM Cloud is designed to cater to a diverse array of applications and sectors, enabling users to directly access extensive national real estate datasets through our public cloud platform. Our premium property data stands out as the most comprehensive in the industry, while our sophisticated real estate data licensing solution ensures you receive the information you require precisely when you need it. Serving as a singular, efficient source for property data, we provide seamless integration with data in its natural setting, making it readily available at your fingertips. The ATTOM Cloud data delivery solution offers the quickest method to obtain tailored property data that aligns with your requirements, is straightforward to comprehend, user-friendly, and does not necessitate any additional infrastructure. In just a few minutes, you can sign up for a free trial to explore ATTOM Cloud and acquire property data for five designated counties. By leveraging ATTOM’s capabilities, customers can craft industry-focused solutions more swiftly, enhancing their time-to-market and securing a competitive advantage, all while benefiting from our robust support. This streamlined approach not only simplifies data access but also empowers users to make informed decisions in real estate.

Argyle stands out as the premier source for direct access to real-time data regarding income and employment. By utilizing Argyle's services, businesses can streamline essential operations such as verifying income and employment, managing deposit transitions, providing wage advances, and facilitating loan repayments. This automation enables companies to enhance their processes, mitigate risks, and effectively grow their enterprises. Argyle primarily caters to sectors such as mortgage lending, background screening, personal finance, and the banking landscape, while also addressing the needs of the gig economy. Moreover, their innovative solutions contribute to a more transparent and efficient financial ecosystem.

The TagniFi Console serves as a user-friendly yet robust search engine, enabling users to access any of the 3 billion financial data points in mere seconds. In addition, the TagniFi Excel Add-In seamlessly links your Excel models to an impressive 2 billion financial data points available on the TagniFi platform. This integration allows for the automation of various analyses, including discounted cash flows, public and transaction comparisons, segment evaluations, footnote investigations, interest rates, and much more. TagniFi's cutting-edge financial data technology provides a cost-effective, comprehensive solution designed to enhance the profitability of the business valuation process. Users can easily search for public companies using the TagniFi Console by simply inputting their valuation date and ticker symbols into Excel to conduct a guideline public company method. Furthermore, the console facilitates the search for both public and private M&A transactions, allowing for rapid transaction comparisons by pasting the Deal ID directly into your Excel model. You can also calculate forward multiples for your guideline public company method as of your specified valuation date, with estimates available for key financial metrics such as revenue, EBITDA, and EPS. With its extensive capabilities, TagniFi empowers financial professionals to make informed decisions efficiently.

Petal is an all-encompassing toolkit aimed at speeding up the creation of Phoenix web applications by offering a range of pre-designed, customizable components and templates. With more than 100 open-source HEEX components styled using Tailwind CSS, it empowers developers to quickly construct user interfaces with minimal design effort. Additionally, the framework includes Petal Pro, a robust Phoenix boilerplate that comes equipped with features like social logins, multi-tenancy support, styled components, integration with Oban for background processing, and Stripe for managing subscriptions. Petal prioritizes swift development, scalability, and ease of maintenance, enabling developers to concentrate on implementing distinctive features instead of getting bogged down by repetitive boilerplate code. Moreover, it offers a Figma UI kit to facilitate smooth collaboration between designers and developers. By utilizing Petal, developers can enhance their workflow, significantly decrease development time, and ultimately deliver high-quality applications more efficiently. This comprehensive approach not only streamlines the development process but also fosters a more productive environment for teams working on complex projects.

EDI Gateway stands as Canada's premier EDI Outsourcing Center, delivering comprehensive EDI solutions to businesses throughout North America. Established in 1993, the company excels in facilitating the electronic exchange of business documents and transactions within the supply chain, thereby ensuring a smooth and cost-effective shift from traditional paper processes to e-commerce. With a team of partners who possess extensive expertise in retail supply chain enablement, EDI Gateway is well-equipped to integrate various systems, including ERP platforms like Microsoft Dynamics, SAP, and B1, as well as WMS, e-commerce solutions, TMS, Azure, Integrated Document Management, and Business Intelligence, making them a versatile choice for businesses aiming to enhance their operational efficiency. Their commitment to innovation and customer service has solidified their reputation in the industry, empowering clients to optimize their processes and drive growth.

Essential business functions like credit decision-making, customer onboarding, and debt recovery can become overly complex and sluggish when customer-facing teams operate from disparate systems with isolated information. BusinessConnect, designed on the Force.com framework, effectively simplifies, streamlines, and speeds up the collections and credit management processes by automating routine tasks and decisions, while also consolidating various operations related to account acquisition, management, and recovery into a single interactive platform in the cloud. This allows businesses to close sales more efficiently, onboard new customers rapidly, and keep a close watch on their customer base for potential financial risks. For a comprehensive overview of the numerous advantages offered by BusinessConnect, be sure to download our product sheet. Through its integration within Salesforce, BusinessConnect™ revolutionizes the credit management landscape, making it more efficient and less cumbersome than traditional methods.

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

Legacy market data infrastructure's rigidity and high cost are unsustainable. On-premise technology, vendor concentration risk, and point-to-point data flow are not options. Xignite's Market Data Management Solution allows you to separate your internal systems and data sources, and removes you from costly legacy and costly infrastructure. The Xignite Market Data Cloud is the first natively-built market data platform that runs in AWS. Today, we are an AWS Advanced Technology Partner with a Financial Services Competency. Xignite has more than a decade's experience in cloud-based market data technology. This is why leading capital markets and financial services firms rely on it to help them get to the cloud. The Xignite Market Data Cloud, a single platform that unifies market data management and financial data consumption -- all delivered in the cloud.

The Benzinga team provides investors with crucial, impactful news and valuable financial insights. Utilizing our proprietary content alongside a robust partner network, Benzinga offers a comprehensive license for information that spans the full spectrum of financial data, including both traditional metrics and alternative datasets. Our news and databases serve as the backbone for many of the globe's leading online brokerage platforms and data aggregators. By drawing on our expertise as both journalists and financial market experts, Benzinga’s news, market, and financial datasets are known for their exceptional quality, rapid delivery, and relevance, all presented in an easy-to-understand, jargon-free manner. Covering a wide array of topics from earnings reports to options activity, Benzinga is dedicated to delivering information that significantly influences market movements. Additionally, we provide a variety of channels that focus on real-time developments, ensuring that your firm has the opportunity to be among the first to execute trades based on new insights.

MSCI Real Estate Enterprise Analytics offers comprehensive global market and portfolio insights tailored to your perspective on real estate investments, enabling you to assess the overall performance of your entire portfolio and your management approach. Accessible via the MSCI Real Estate Analytics Portal, this tool provides a range of analytical depth, from high-level portfolio fund summaries to detailed asset-level information. With the portfolio and query builder features, users can focus on and assess the performance of particular sectors, segments, or assets, conduct analyses on tailored portfolios, and explore custom time frames. Additionally, Enterprise Analytics fosters a unified communication framework for C-Suite executives, research teams, risk management, and investor relations throughout your organization. This support extends from strategic planning and capital raising to portfolio construction and performance reporting, ultimately guiding you in making informed decisions for future allocations. The ability to customize analyses enhances strategic insights, ensuring that all stakeholders can align their objectives and expectations effectively.

Raw data resembles an unrefined diamond, requiring processing and refinement to uncover its true worth. The EY Cloud Data IQ platform is specifically crafted to fulfill this need; it is a subscription-based analytics tool tailored for wealth and asset management firms, enabling organizations to leverage data effectively to enhance their services for investors, regulators, and the market at large. Hosted in the cloud and maintained by EY, this platform employs sophisticated visualizations and Artificial Intelligence (AI) to deliver companies a comprehensive, real-time perspective on customer interactions, user-friendly client reporting, and in-depth management insights. Furthermore, it seamlessly integrates both structured and unstructured data, including social media inputs, along with audio and video streams, into a single, dependable, and transparent resource for users. This integration allows firms to draw deeper insights and make more informed decisions based on a broader spectrum of data sources.

Enhancing customer outreach is crucial for effectively engaging and connecting with clients, while also streamlining the telecom order process and rebuilding trust in phone communications. By improving adherence to regulations and minimizing SPAM mis-tagging, we can boost answer rates significantly. Customers can be reassured through the presentation of verified business information during calls and online queries. Furthermore, we can expedite connectivity by utilizing our vast experience and expertise in serving carriers worldwide. It is essential to elevate the efficiency and impact of outbound enterprise communications, aligning them with the timing and preferences of customers for optimal response. Maintaining a consistent enterprise brand identity and reliable business information is vital for consumer trust. Additionally, managing authoritative telecom phone and subscriber data enhances the overall security and confidence of the user experience. Efficient orchestration of network orders will lead to better deployment practices, facilitating the expansion and delivery of communication and connectivity services, ultimately enhancing customer satisfaction.

Exact Data stands out as a premier supplier of specialized mailing lists aimed at both consumers and businesses for marketing initiatives. Utilizing a comprehensive database derived from more than 2,000 distinct sources, the platform guarantees precise and current information, assisting companies in identifying their ideal target demographics for effective marketing efforts. The company focuses on consumer and business lists, as well as niche audience segments that include sectors like healthcare, real estate, and automotive. In addition to these offerings, Exact Data also delivers services such as data enrichment, licensing, and lead generation, which empower marketers to refine their outreach strategies through customized email, direct mail, and telemarketing campaigns. This robust approach ensures that clients can optimize their marketing impact and achieve better results.

Transform your Investor Relations website into a platform that is FAST, EASY, and fully compliant with SEC and SEO standards using Kaleidoscope’s innovative IR Widget/API solutions. With over 20 years of experience, we have gained the trust of more than 4,000 corporate websites globally, ensuring reliable real-time access to compliance data. By utilizing our tools, you can keep investors and analysts engaged on your site, maintaining control over every facet of your corporate communications, which includes delivering real-time Alerts to prospective visitors. Our API and Widget solutions are favored by leading IR partners and support all US Stock Exchanges! Our offerings encompass SEC filings, real-time stock tickers, comprehensive historical stock charts with customizable overlays, press releases with image support, a ROI calculator, historical price lookups, dividends charts, analyst coverage, earnings call transcripts, and much more. Additionally, our sandbox feature allows for thorough testing prior to deployment, making our solutions ideal for those with limited budgets, DIY enthusiasts, website redesign projects, and foreign issuers navigating dual registration challenges. Elevate your corporate website experience and ensure compliance with our expertly designed solutions.

At Kensho, we harness the exceptional data from S&P Global to research, create, and execute advanced AI and machine learning tools that facilitate data-driven decision making. Our expertise spans from deep learning speech capabilities and transcription to sophisticated visualizations, entity recognition, cutting-edge search features, and an AI-enhanced research platform, allowing the Kensho team to distill valuable insights from intricate data sets. The solutions we develop not only empower S&P Global but also provide innovative tools and services for their clientele. Our diverse and enthusiastic group of engineers and researchers are analytical thinkers and dedicated problem solvers. Team members hail from prestigious backgrounds at companies like Google, Apple, Facebook, as well as the U.S. Intelligence Community, Wall Street, and various academic institutions. We thrive on tackling complex challenges with creativity, speed, and finesse. As a collective, we take pride in our individual successes, the collaborative culture we've fostered, and the remarkable achievements we accomplish together. Our commitment to innovation and excellence continues to drive our mission forward.

Invest in a sustainable future, shop with sustainability in mind, and utilize AI-driven technology for streamlined reporting and benchmarking on sustainability efforts. Equipped with foundational technology tailored for diverse sustainability applications, you can fulfill all your requirements regarding data, methodologies, and tools. Furthermore, our platform features digitally-native capabilities alongside a modular structure, allowing you to select any combination of our sustainability technology toolkit. Whether your goal is to implement a fully-customizable, comprehensive sustainability tech solution or simply obtain a specific data point for regulatory adherence, Clarity AI enables you to assess, analyze, and report on essential metrics for yourself or your clients with confidence and efficiency. Clarity AI integrates effortlessly into your existing processes through an API or our web application, making it the only adaptable and scalable end-to-end SaaS solution capable of meeting any sustainability challenge. With our innovative technology, organizations can not only meet compliance requirements but also advance their sustainability initiatives more effectively than ever before.