Integrations
SmartLeaf has 7 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine - Dig Onboarding Level 1
- AdvisorEngine CRM Level 1
- Black Diamond Level 3
- Flyer Financial Technologies Level 1
- Salesforce Level 4
- Schwab Advisor Center Level 4
- Wealthbox Level 4
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
SAML 2.0, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
