Integrations
Financial DNA has 7 integrations in our directory
Search below to find what you're looking for
- Fidelity (National Financial) Level 2
- G-Suite Level 3
- Redtail Level 3
- Salesforce Level 3
- Schwab Advisor Center Level 2
- Wealthbox Level 3
- Zapier Level 2
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APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
