Lesson 1.4 - Setting up an Integration

Currently we have six significant integrations - Orion, TDA VEO, Blueleaf, Albridge, Redtail, and PortfolioCenter. All of these integrations will provide you with updated account values every night. These updated account values will allow you to continuously monitor all of your clients’ plans.

We have lots of plans for our next integrations although we would love to know what systems you use. Just like everything else, our integration plans are driven by what you want and need from your technology.