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

Time4Advice

IRESS

Wealthcraft

Enable

Plum

Transact

Fundment

Credas

EValue

Adviser Cloud

Advicefront

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.