140+Wealth management integrations
Your existing stack, finally connected.
Connect every CRM, custodian, portfolio system and planning tool your firm already uses. No custom development, no vendor lock-in.
139 wealth systems560 more business apps3 ways to connect
Custodians & clearing
Where the accounts live: positions, balances, transactions and money movement.
CRM
Households, contacts, activities and the relationship history behind them.
Portfolio & reporting
Performance, holdings, models and rebalancing from the systems that run the book.
Financial planning
Plans, goals and projections, joined to the real accounts behind them.
Billing & finance
Fees, invoices, payroll and the general ledger.
Market data
Prices, reference data and research to enrich every position.
Documents & e-signature
Paperwork, storage and signatures tied to the right client and account.
Productivity & marketing
Tasks, tickets, scheduling, email and the marketing stack.
AI & meeting notes
Notetakers and assistants whose output lands on the client record.
Cloud & data platforms
Warehouses, clouds and BI tools that read the same governed data.
Compliance
Archiving, surveillance and the books and records behind an exam.
Insurance & annuities
Applications, illustrations and in-force policy data.
Aggregation
Held-away accounts and outside assets, brought into the household view.
More wealth tools
Specialist tools across operations, research and reference data.
Team collaboration
Where your team already talks and tracks work.
Every other app
Hundreds more business apps, ready to connect when your firm runs them.
No integrations match that search. Ask us about it.
How it connectsThree paths in
However a system sends data, it lands in one place.
Every connection ends in the same governed data environment your firm owns, normalized into one model, whichever way the data arrives.
Real-time API
Direct API connections keep data in sync with supported platforms as it changes.
SFTP transfer
Secure file transfers for batch data, processed on a schedule. How most custodians deliver.
Data share
Direct database connections through AWS Redshift or Snowflake data sharing. No files at all.
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