Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Integrations
FP Alpha has 8 integrations in our directory
Search below to find what you're looking for
- eMoney Advisor Level 3
- Microsoft Dynamics Level 3
- MoneyGuide Level 3
- Nitrogen Wealth Level 3
- Orion Advisor Services Level 3
- PreciseFP Level 3
- Redtail Level 4
- RightCapital Level 3
- Salesforce Level 4
- Wealthbox Level 3
Use the search above to find specific integrations
No integrations match your search.
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
OAuth
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language
Developer sandbox URL
Yes
Sandbox endpoints
Not provided on survey
