table test

INTEGRATION LIST

Name of back office Bulk valuation Bulk transaction history Account opening
Intelliflo check mark check mark check mark
IRESS check mark check mark ?
Sprint Enterprise check mark check mark check mark
Creative Technologies / Benchmark Capital (Enable) check mark check mark check mark
Wealthcraft (Praemium) check mark check mark check mark
2Plan (Figure Out) check mark check mark check mark
Openwork CRM check mark check mark check mark
JCS check mark check mark check mark
FinPlan (Bluecoat) (Twenty7Tec) check mark check mark check mark
Dynamic Planner check mark check mark check mark
Time4Advice check mark check mark check mark
Adviser Cloud check mark check mark check mark
Focus check mark check mark check mark
Moneyinfo check mark check mark check mark
Synaptic check mark check mark check mark
Fairstone check mark check mark check mark
Contengo check mark check mark check mark
Plannr check mark check mark check mark
Selectapension check mark check mark check mark

INTEGRATION LIST

Name of back office Bulk valuation Bulk transaction history Account opening
Intelliflo check mark check mark check mark
IRESS check mark check mark ?
Sprint Enterprise check mark check mark check mark
Creative Technologies / Benchmark Capital (Enable) check mark check mark check mark
Wealthcraft (Praemium) check mark check mark check mark
2Plan (Figure Out) check mark check mark check mark
Openwork CRM check mark check mark check mark
JCS check mark check mark check mark
FinPlan (Bluecoat) (Twenty7Tec) check mark check mark check mark
Dynamic Planner check mark check mark check mark
Time4Advice check mark check mark check mark
Adviser Cloud check mark check mark check mark
Focus check mark check mark check mark
Moneyinfo check mark check mark check mark
Synaptic check mark check mark check mark
Fairstone check mark check mark check mark
Contengo check mark check mark check mark
Plannr check mark check mark check mark
Selectapension check mark check mark check mark

INTEGRATION LIST


Name of back office Bulk valuation Bulk transaction history Account opening
Intelliflo check mark check mark check mark
IRESS check mark check mark ?
Sprint Enterprise check mark check mark check mark
Creative Technologies / Benchmark Capital (Enable) check mark check mark check mark
Wealthcraft (Praemium) check mark check mark check mark
2Plan (Figure Out) check mark check mark check mark
Openwork CRM check mark check mark check mark
JCS check mark check mark check mark
FinPlan (Bluecoat) (Twenty7Tec) check mark check mark check mark
Dynamic Planner check mark check mark check mark
Time4Advice check mark check mark check mark
Adviser Cloud check mark check mark check mark
Focus check mark check mark check mark
Moneyinfo check mark check mark check mark
Synaptic check mark check mark check mark
Fairstone check mark check mark check mark
Contengo check mark check mark check mark
Plannr check mark check mark check mark
Selectapension check mark check mark check mark

INTEGRATION LIST


Name of back office Bulk valuation Bulk transaction history Account opening
Intelliflo check mark check mark check mark
IRESS check mark check mark ?
Sprint Enterprise check mark check mark check mark
Creative Technologies / Benchmark Capital (Enable) check mark check mark check mark
Wealthcraft (Praemium) check mark check mark check mark
2Plan (Figure Out) check mark check mark check mark
Openwork CRM check mark check mark check mark
JCS check mark check mark check mark
FinPlan (Bluecoat) (Twenty7Tec) check mark check mark check mark
Dynamic Planner check mark check mark check mark
Time4Advice check mark check mark check mark
Adviser Cloud check mark check mark check mark
Focus check mark check mark check mark
Moneyinfo check mark check mark check mark
Synaptic check mark check mark check mark
Fairstone check mark check mark check mark
Contengo check mark check mark check mark
Plannr check mark check mark check mark
Selectapension check mark check mark check mark