Ready-made integrations

Make your entire financial planning process even more efficient by integrating your account using our ready-made integrations. We're adding more integrations all the time.

Intelliflo Office



Adviser Cloud


FE Analytics 

Origo (coming soon)

Client-Assyst (coming soon)

SSP (coming soon)

Plannr (coming soon)

Discover more:

Suggest an integration

We're happy to integrate with any other software provider if it will benefit you and your clients.

Open API

With our Open API, it's now even easier for 3rd parties to integrate with us.