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.