System Integration Services
System integration services enable financial institutions to seamlessly exchange data and information across disparate systems built on different technologies. By leveraging APIs, ETL pipelines, message queues, secure file transfers, and standardized data formats, integrations eliminate manual processes, reduce reconciliation efforts, and create a unified operational environment. This ensures that client, trading, and portfolio data flows reliably between back-office, custodial, and advisor-facing applications.
Our Core Integration Capabilities
- Unified Data Exchange – We standardize data coming from multiple custodians and platforms, ensuring consistent formats for positions, transactions, cash, and client information.
- API & Service Connectivity – We build secure REST, SOAP, FIX, and vendor-specific API connections to enable real-time access to accounts, trades, and operational data.
- Automated ETL & Batch Processing – Robust ETL workflows automate imports, exports, validations, and transformations across high-volume financial datasets.
- Advisor & Client Platform Enablement – We integrate back-end data sources into portals, dashboards, CRM systems, and reporting engines to enhance digital experiences.
- Compliance & Reconciliation Support – Integrations help ensure clean, accurate data for AML, KYC, supervision, corporate actions, and daily reconciliation processes.
Platforms We Commonly Integrate With
ADP / Other Custodial & Brokerage Platforms – Secure ingestion of trades, positions, corporate actions, statements, and regulatory data from multiple custodians.
Fidelity– Account data, trades, positions, and custodial workflow integrations for wealth-management firms and advisors.
Dataphile (IBM / Broadridge Dataphile) – Back-office and record-keeping integrations including accounts, holdings, transactions, settlements, and compliance data.
Broadridge – Connectivity to wealth, securities processing, transfer agency, and investor-communication platforms across Canadian and U.S. financial institutions.
PortfolioAid – Integration of compliance, supervision, KYC, and AML workflow data into reporting, CRM, and portfolio-management platforms.
Croesus (Advisor & PM) – Synchronization of portfolio data, performance metrics, trade files, and advisor dashboard content.