Integrations
BillFin has 12 integrations in our directory
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- CircleBlack Level 1
- Fidelity (National Financial) Level 4
- Fidelity Wealthscape Level 3
- Pershing Level 3
- Redtail Level 3
- Schwab Advisor Center Level 3
- SSG Institutional Level 3
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
SAML 2.0, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
