Software modules to help investor-related workflows with ease and upgrade the investor experience
Boost efficiency by integrating seamlessly with the tools you use daily, enabling quick data access and streamlined workflows directly within Excel, Gmail, and Outlook
Our powerful bi-directional API allows for seamless data exchange, ensuring that your systems stay synchronized in real-time for maximum accuracy and operational efficiency
Instantly respond to key events by leveraging webhooks, triggering automatic actions and updates across your ecosystem with minimal delay
Securely transfer large volumes of data with our SFTP integration, ensuring reliable and encrypted file exchanges for compliance and flexibility
Effortlessly sync your data warehouse to keep your analytics and reporting up to date, enabling deeper insights and informed decision-making across your organization