Integrations
jiffy.ai has 20 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Axos Advisor Services Level 3
- DocuSign Level 3
- Dropbox Level 3
- eMoney Advisor Level 4
- ENV2 Level 3
- Fidelity (National Financial) Level 3
- HubSpot Level 3
- MoneyGuide Level 4
- Orion Advisor Services Level 3
- Pershing Level 3
- PractiFI Level 4
- Redtail Level 4
- Salesforce Level 4
- Schwab Level 3
- SharePoint Level 3
- Tamarac Level 3
- Twilio Level 3
- Wealthbox Level 4
- Yodlee Level 3
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No