Integrations
Panoramix has 31 integrations in our directory
Search below to find what you're looking for
- AdvicePay Level 3
- AdvisorPeak Level 1
- Aivante Level 1
- Apex Clearing Level 3
- AssetMark Level 1
- Axos Advisor Services Level 3
- Betterment For Advisors Level 1
- ByAllAccounts Level 2
- Capital Preferences Level 3
- Comply (RIAInABox) Level 1
- Fidelity (National Financial) Level 3
- G-Suite Level 2
- Interactive Brokers Level 3
- Jump Level 3
- LaserApp Level 1
- Libretto Level 1
- MoneyGuide Level 3
- MoneyTree Level 1
- MyComplianceOffice Level 1
- Nitrogen Wealth Level 3
- Office 365 Level 2
- Orion Advisor Services Level 3
- RBC Black Level 1
- Redtail Level 3
- RightCapital Level 3
- Salesforce Level 4
- Schwab Advisor Center Level 4
- SEI Wealth Level 3
- SSG Institutional Level 1
- TradePMR Level 3
- Wealthbox Level 3
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
