INTEGRATIONS

Reduce time and cost by connecting your compliance documentation with your data back office with InvestorCOM’s Dataphile integration.

Digitize your disclosure documents with DocuSign integration – Digitize and streamline agreements, and simplify approval workflows, all on a secure digital platform.

Leverage Docupace’s document management tools to seamlessly retrieve and share data, giving you full control to operate using real-time information. Quickly uncover actionable insights from up-to-date reports, equipping you to make well-informed choices about recommendations and compliance.

Integrate your compliance checklists and data with Global Relay’s communication archiving solutions, enabling you to centralize and prioritize compliance within your business communications.

Sync InvestorCOM data with your client portfolio on Smarsh to align recommendation and communication compliance seamlessly. Ensure all compliance information is accurately captured, stored, shared, and easily accessible at any time.

Connect client advice and compliance data with your firm’s Microsoft Dynamics 365 account, enabling total integration between the compliance team and all other operations in your firm.

Connect your InvestorCOM account with your Redtail CRM to track advisor compliance across the client journey, enabling data, workflow, tracking and analyses.

Effortlessly share compliance data by importing clients from your Salesforce CRM. Integrate advice, risk, and compliance details from InvestorCOM’s software into Salesforce, ensuring smooth tracking of customer data.

InvestorCOM’s Single Sign-On (SSO) integration capability enables secure, unified access with other platforms. Simplify user authentication, enhance security, and save time by logging in with your existing platform credentials.

OAuth 2.0, the industry-standard protocol for authorization, focuses on client developer simplicity while providing specific authorization flow between applications.

Incorporate identity management seamlessly and securely: InvestorCOM applications integrate with OpenID connect – the de facto standard for handling authentication in the modern world.

Simplify the authentication process on InvestorCOM applications with SAML, with improved user experience and enhanced security during the sign in process.