External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Integrations
Zeplyn.ai has 39 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 5
- Bento Engine Level 3
- Black Diamond Level 4
- Citrix ShareFile Level 3
- DocuSign Level 4
- eMoney Advisor Level 3
- GlobalRelay Level 1
- Gmail Level 5
- Google Calendar Level 4
- Google Meet Level 4
- Google Workspace Level 4
- HubSpot Level 5
- Laserfiche Level 4
- LeadCenter.AI Level 4
- Microsoft Dynamics Level 5
- Outlook Level 5
- Pershing Level 3
- Powderfi Level 3
- Practifi Level 4
- Redtail Level 5
- Redtail Calendar Level 3
- RingCentral Level 3
- Salentica Level 5
- Salentica Elements Level 5
- Salesforce Level 5
- Schwab Level 4
- Schwab Advisor Center Level 5
- SharePoint Level 3
- SmartOffice Level 4
- Tamarac Level 5
- Teams Level 4
- TradePMR Level 4
- Twilio Level 4
- Wealthbox Level 5
- Webex Level 4
- Wove Level 3
- XLR8 Level 5
- Zoom 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
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides the ability to enter payloads and see responses against sample data in real time, Provides code samples in one language, Provides examples of successful and unsuccessful API calls, Is truly “self service” so developers can quickly create an account, log in, authenticate, connect to your APIs and receive responses?
Developer sandbox URL
Yes
Sandbox endpoints
https://staging.app.zeplyn.ai
