Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
- Small
Integrations
Contio has 13 integrations in our directory
Search below to find what you're looking for
- Addepar Level 2
- Asset-Map Level 3
- Black Diamond Level 2
- blueleaf Level 3
- eMoney Advisor Level 2
- Fynancial Level 3
- Google Workspace Level 3
- MoneyGuide Level 2
- Nitrogen Wealth Level 2
- Orion Advisor Services Level 2
- Outlook Level 3
- RightCapital Level 2
- YCharts Level 2
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
Glossary
Developer sandbox URL
Yes
