Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
APIs and Security
Security checks
None
Public APIs
No
WTIS Score
Security checks
None
Public APIs
No
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.