Integrations

Connecteverything,manage it inone place.

Seamless integrations with banks, blockchains, and market data providers — so your portfolio is always up to date.

12,000+

Financial institutions via Plaid

Bank, brokerage, and cash account connectivity.

50+

Chains and wallet connections

Digital assets tracked alongside the rest of your balance sheet.

Direct Ingestion

Private equity capital calls and statements

Bring alternative asset records into the same operating layer.

01

Plaid Banking

Securely connect bank accounts, credit cards, and brokerage accounts for automated data sync.

  • 12,000+ financial institutions
  • Real-time balance updates
  • Transaction categorization
  • Investment account sync
02

Blockchain Networks

Direct on-chain integrations for real-time wallet balances, token detection, and transaction monitoring.

  • Ethereum, Solana, Bitcoin
  • ERC-20 & SPL token support
  • Wallet activity monitoring
  • Transaction history sync
03

Market Data Feeds

Institutional-quality pricing from multiple providers for equities, fixed income, and alternatives.

  • Real-time & end-of-day pricing
  • Multi-currency support
  • Alternative asset valuations
  • Historical data access

Coming soon

QuickBooks & Xero accounting syncSchwab & Fidelity direct feedsTax-lot reporting integrationsCustom API webhooks

Need a custom integration?

Talk to our team