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Integrations personalized to your needs

Your business is unique. That’s why we plan and assist you with the approach that will work for your business.

Setting you up for success

We offer various integrations, whether it is data coming in or going out. We also work with a wide variety of integration partners to help set you up for success. These are the most common types of integrations we can assist you with:

Custodians

Executing brokers

Data providers

Platforms and TAMPs

Business analytics systems

CRMs

Financial planning tools

Technology providers

Data aggregation

In-app support software

And other vendors

Coming soon in the US: intelliflo store

intelliflo store, where existing customers can shop for the different integrations that they want and need, has proven itself globally in other markets. intelliflo store will make it easy for you to partner with us and add further integrations.

Contact us