Access integrations to 3rd party applications of your choice to build your own financial planning ecosystem.

Benefits at a glance

  • Flexible access to quality fintechs which are already integrated.
  • Choose from capabilities such as client engagement & risk profiling, product research & modelling, SOA generation, e-signatures apps and much more.
  • Select your own combination of apps to use across the advice process.
  • Try out different apps and software to see what best suit your needs, no messy data migration.
  • Monthly subscriptions so no long term lock-in terms.

Below are some of our key integration partners

Hear from our clients

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