Integrations
Wealthcare has 10 integrations in our directory
Search below to find what you're looking for
- Black Diamond Level 3
- CircleBlack Level 1
- Flourish Cash Level 1
- Holistiplan Level 1
- Pontera (FeeX) Level 3
- Redtail Level 3
- Salesforce Level 4
- Schwab Advisor Center Level 3
- Wealthbox Level 4
- Yodlee Level 2
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
