Third Party Integrations

Commspace

Capture and consolidate all your commission and fee statements onto one centralized platform for easy management

Quickly Sign

Upload, tag and send your documents for electronic signing securely and conveniently, from anywhere, at any time.

Astute

Conduct Astute calls directly from Elite Wealth, enabling automatic updates to your client's portfolio records for improved efficiency.

Financial Intelligence Compliance

We're actively integrating with various providers to simplify onboarding processes, assess risk profiles, and automate compliance checks, ensuring regulatory compliance.

Morningstar

Access valuable financial data and insights from Morningstar, a trusted source for market information and research.

Qlik Sense

Utilise the advanced analytics and business intelligence capabilities of Qlik Sense for in-depth data analysis and visualization.

Investment Data Feeds

Stay updated with investment data feeds, ensuring you have real-time information to make informed investment decisions.

In most cases, our feeds are updated daily which gives you a consolidated view on the mobile app and Wealth Portal. These feeds include both values and transactions which can be used to report to a client, calculate IRR and use MIS (BI) functionality.

Custom Integrations

Tailor integrations to meet your unique needs and preferences, ensuring that your business operates efficiently and effectively.

Microsoft 365

We synchronise your emails from Outlook. You can also use your Microsoft Account to sign into Elite Wealth with two factor authentication etc.

Risk Product Data Feeds

Access essential data feeds related to risk products to effectively manage your clients' insurance and risk profiles.