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.