Integrations
Equity Advisor Solutions has 6 integrations in our directory
Search below to find what you're looking for
- Broadridge Level 1
- Jump Level 3
- MyNameFlow Level 3
- RiskPro Advisor Level 4
- Salesforce Level 5
- Schwab Advisor Center Level 5
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification, Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
