Vanguard Integrations

APS is dedicated to simplifying payroll and HR processes for mid-sized organizations. Our integrated solution is crafted to ease workforce management tasks, offering a seamless experience for clients and partners alike. We pride ourselves on delivering tailored service and support that helps our customers achieve their objectives. By streamlining payroll processing, automating HR workflows, and enhancing the employee lifecycle through a unified platform, we position ourselves as a vital partner for businesses. We are APS, committed to being your essential workforce ally. Mid-sized enterprises prefer APS for their workforce needs due to our unwavering commitment to enhancing the customer experience. This dedication has enabled us to sustain an impressive 98% customer satisfaction rate consistently. With APS, companies in the mid-market sector benefit from superior systems, exceptional support, and improved outcomes that drive success. Our ongoing focus on innovation ensures that we remain at the forefront of workforce management solutions.

isolved stands out as a highly reputable leader in HCM technology, delivering an exceptional blend of software solutions and services tailored for the modern-day People Heroes encompassing HR, payroll, and benefits experts. Our isolved People Cloud, a thoughtfully integrated platform, is designed to streamline the complete employee experience, enabling organizations to effectively engage, empower, and motivate their talent while allowing their People Heroes the freedom to surpass their objectives and advance in their professional journeys. In this way, isolved not only enhances productivity but also fosters a supportive environment for career development.

Claritus presents a cutting-edge private wealth management solution centered on technology, allowing you to effortlessly track, understand, and control your financial assets! Our mission at Claritus is to make it easy for you to grasp the intricacies of your investments, eliminating the necessity for an extensive background in finance! Acknowledging the importance of privacy and security, we adhere to the highest levels of data protection and encryption standards. With Claritus, your personal information remains confidential and is solely available to you. Our innovative platform equips you to manage, monitor, and retain full visibility over your investment portfolio through a streamlined, user-friendly interface. In a complex environment populated by countless apps, services, and spreadsheets, Claritus stands out as your beacon of clarity. By delivering real-time data from more than 17,000 global financial institutions, brokerages, and other financial entities, managing your portfolio has never been easier or more convenient! Moreover, our dedication to intuitive design guarantees that anyone can achieve financial clarity without encountering difficulties. With Claritus, you can confidently navigate your financial journey, knowing that support is just a click away.

Utluna offers vital insights into your investment portfolio and overall performance, while also helping you navigate behavioral biases. You can sign up anonymously and connect your accounts from multiple financial institutions in just a few minutes. If this seems too good to be true, you can explore our demo account, which is view-only and requires zero setup, or take advantage of a free 30-day trial that doesn't require any email or credit card information. Effortlessly monitor all your financial assets, regardless of where they are or their liquidity status. This includes a wide variety of asset classes such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and beyond. The platform supports all types of securities, covering direct investments, funds, derivatives, and CFDs, along with a range of currencies that extends beyond the G10. You can oversee both listed and non-listed assets, whether they are bankable or not. With Utluna, you can gain a clearer understanding of the factors that affect your portfolio through intuitive visualizations of its composition, performance, and risk. Additionally, you have the flexibility to tailor your analysis using tags relevant to your perspective, enabling a more customized approach to managing your investments. Taking control of your financial journey has never been more straightforward, empowering you to make informed decisions that align with your goals.

Provisian provides an efficient platform for creating financial strategies, assessing risks, and offering financial guidance all in one place. Users can simulate various market conditions to reduce risks and make informed decisions. With direct access to over 11,000 financial institutions, Provisian fosters better collaboration with clients while enabling effective performance tracking. The platform is supported by a committed team that is available around the clock, ensuring assistance whenever needed. Clients can build robust relationships through a comprehensive financial profile that not only predicts outcomes but also minimizes risks and facilitates informed decision-making. A centralized portal and intuitive reporting tools simplify communication and enhance user experience. Investment approaches can be tailored to fit each client’s individual risk tolerance and objectives. Users are also given the tools to visualize and adjust the fundamental assumptions that drive anticipated results. Additionally, the platform supports Monte Carlo simulations to guide users in making prudent financial choices, while a multitude of innovative simulations helps identify the most probable outcomes. By utilizing these advanced tools, financial advisors can better understand market trends and meet their clients' diverse needs, ultimately leading to more personalized service. This comprehensive approach ensures that clients receive advice that is not only timely but also tailored to their specific financial journey.

Ditch the outdated spreadsheet and adopt a modern approach for tracking your dividend income. The Dividend Tracker offers a straightforward view of your anticipated earnings and the schedule for when those funds will be available in your brokerage account. With our dividend payout calendar, users can easily keep track of their future payments while accessing detailed data on the amounts, payment dates, and the companies making the distributions. This resource is invaluable for investors who rely on dividends, whether as their primary income source or as a supplementary stream. By leveraging our calendar, you can systematically manage your financial landscape and keep a precise record of your investment returns. You’ll also receive timely alerts for new dividend announcements, along with updates on any increases or reductions from the companies in your portfolio. Furthermore, our suite of calculators and tools empowers you to project your future dividend earnings and observe how they can compound over time, enhancing your ability to make well-informed financial choices. This holistic approach not only keeps you well-informed about your investments but also enables you to adapt your strategies in response to evolving market conditions. It’s time to take control of your financial future with confidence.

Easily manage your team's payroll, human resources, benefits, onboarding, offboarding, and other essential functions using one unified platform. Enhance your operational efficiency with our cutting-edge HR technology software, crafted to simplify processes and optimize productivity. From payroll management to performance assessments and the entire employee lifecycle, our human capital management (HCM) system is designed for user-friendliness. With top-notch personalized customer support, HR tasks are simplified, and payroll processing becomes straightforward. Unlike single sign-on solutions, the AllianceHCM Suite gathers all employee data in one comprehensive HCM platform. You'll have the capability to make real-time updates across all services, drastically minimizing the chances of errors that can occur when handling data from disparate systems. By implementing AllianceHCM software solutions, you can wave goodbye to the inconvenience of switching platforms or logging into multiple systems. This means no more repetitive data entry or dealing with numerous spreadsheets, allowing for a smooth and efficient HR management experience. Moreover, our integrated approach not only streamlines operations but also promotes improved communication and collaboration among teams, leading to a more effective and productive workplace. The advantage of having a centralized system is that it fosters a cohesive environment where all personnel can work together seamlessly.

Wisor transforms and automates the entire logistics workflow for freight forwarders and their clients, ensuring a seamless experience. It boosts your sales team's responsiveness, streamlines post-sales activities, and delivers a fast and comprehensive digital interface for your customers. You can easily monitor your company's performance indicators, quickly identifying both opportunities and areas needing enhancement, which empowers you to make informed decisions swiftly and efficiently. With the aid of our real-time analytics, evaluating your organization's strengths and pinpointing growth prospects becomes a straightforward task, allowing for confident decision-making. Managing your pricing contracts, accessing online spot rates and tariffs, and maintaining smooth communication with agents can all be done from one unified platform. By producing instant and automated quotes, Wisor not only helps you maximize revenues but also conserves precious time. The system is designed to generate the most favorable quote for both your clients and your business by utilizing your established tariffs, agents, and providers, ensuring the best possible results. This efficient methodology not only enhances operational effectiveness but also cultivates deeper connections with your customers, distinguishing your business in a crowded marketplace. Ultimately, Wisor equips you with the tools to elevate your service and exceed client expectations in the rapidly evolving logistics sector.

Taiki offers a flexible API that streamlines the extraction of tax documents and relevant data from diverse payroll and financial service providers. This cutting-edge solution allows users to forgo manual document uploads by securely connecting to various financial platforms, thereby facilitating the easy retrieval of crucial tax-related information. The API can manage a wide range of documents, including 1040 forms, W-2s, 1099s, and bank statements, ensuring comprehensive coverage. Users gain the advantage of integrated document processing, enabling them to request only the specific data fields they require, which greatly improves efficiency in data collection efforts. Taiki's integration capabilities encompass a broad spectrum of financial institutions and services, featuring well-known entities such as ADP, Bank of America, PayPal, and TurboTax, thereby providing a robust solution that addresses different user needs. Moreover, the platform presents flexible pricing options, including pay-as-you-go and annual subscription plans that are tailored for both individual and corporate clients, making it accessible for various audiences. Furthermore, the setup process is crafted to be quick and intuitive, guaranteeing a smooth experience from the very beginning, which contributes to user satisfaction and operational efficiency.

Obol is a cutting-edge platform for cash flow management that aids finance teams in automating, strategizing, and monitoring all facets of cash flow activities. By integrating bank accounts, ERP systems, and payment gateways into a unified cash management hub, Obol offers immediate insights into liquidity, enabling businesses to focus on their growth objectives. The platform boasts a robust cash hub that aggregates cash positions and transactions from multiple financial institutions, providing users with a complete and current overview. Users can easily access the most recent actual cash reports, which come equipped with vital insights necessary for sound decision-making. Moreover, Obol's bottom-up forecasting tool empowers users to develop and sustain detailed rolling plans, which are essential for effectively managing future cash flows. With the scenario planning feature, organizations can explore various potential outcomes, ensuring their decisions are well-informed and strategically aligned. Obol also delivers real-time perspectives and tailored reports for in-depth analysis of financial cash data, which is instrumental in identifying anomalies and irregularities, leading to swift resolutions and enhanced risk management. This comprehensive strategy not only simplifies cash flow management but also equips organizations with the tools to make proactive financial choices that contribute to sustained success. As businesses continue to evolve, leveraging such innovative tools becomes essential for maintaining a competitive edge in the market.