The platform supports data integrations with a variety of third-party tools commonly used by RIAs. While the specific systems may differ, the process to establish most of these connections is largely the same. Below is a list of supported integrations and the steps required to get each one set up.
For each integration listed below (except Salesforce), the connection must be requested through your custodian. To initiate the process, reach out to your Advisor Success Manager (ASM), who will submit a support ticket on your behalf. Once submitted, it typically takes 2 to 3 weeks before account data begins flowing into the platform.
If you already know the EXT files or specific data formats you prefer, please share those details with your ASM when reaching out. This helps ensure the correct data is requested and reduces the chances of delays.
- Orion - The platform can support a direct integration with Orion to pull account data. Setup must be initiated through the custodian, and your ASM will handle ticket submission. Once live, Orion data will flow directly into the platform.
- Right Capital - Right Capital is supported for account-level data feeds. Like other integrations, this connection must be requested through your custodian. Reach out to your ASM to begin the process and include your EXT file preferences if available.
- Advyzon - Advyzon can be integrated to deliver account data directly to the platform. Your ASM will coordinate the request through the custodian. Delivery timelines are consistent with other integrations.
- Panoramix - Panoramix is fully supported on the platform. To establish the integration, a request must be sent via your custodian. Your ASM will submit the necessary ticket and guide you through the process.
- BlackDiamond - The BlackDiamond integration allows for account-level data delivery to the platform. Work with your ASM to initiate the connection through the custodian. The expected timeline is 2 to 3 weeks from submission to data flow.
- Blue Leaf - Blue Leaf is also supported for data integration. As with the others, the connection is initiated through your custodian and coordinated by your ASM. Provide any EXT file preferences during your initial outreach.
- YCharts - YCharts data can be pulled into the platform via a custodian-approved connection. Contact your ASM to start the process and confirm your EXT file preferences, if known.