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 (coming soon)
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.