Integrations
SmartX Advisory has 11 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Black Diamond Level 3
- ByAllAccounts Level 3
- Fidelity (National Financial) Level 4
- Flyer Financial Technologies Level 4
- Goldman Sachs Custodial Solutions Level 4
- Pershing Level 4
- Pontera (FeeX) Level 3
- Raymond James Level 4
- Schwab Advisor Center Level 4
- TradePMR Level 4
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, HTTPS, ID/PW, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Provides code samples in one language, Provides code samples in multiple languages, Provides the ability to enter payloads and see responses against sample data in real time, Provides examples of successful and unsuccessful API calls, Built with an API platform such as Postman, WSO2, Swagger, etc.?
Developer sandbox URL
No
