Integrations & Customizations

  • What integrations are available? The terminal integrates with OMS, EMS, PMS, custodians, exchanges, CRM systems, and data providers.

  • Can the terminal integrate with enterprise systems? Yes, it supports integration with enterprise data lakes, ERP systems, and CRM platforms for seamless workflows.

  • Can I use APIs to access platform data? Yes, institutions can leverage robust APIs to integrate data and analytics into their systems.

  • Does it support third-party tools? Yes, the platform supports integrations with analytics tools, databases, and proprietary systems.

  • How customizable is the platform? From dashboards to alerts, almost every feature can be tailored to meet individual or team needs.

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