Seamlessly sync banking, accounting, CRM, and tax platforms. Extend your financial workflow with native integrations, REST APIs, and real-time webhooks.
Instant bank account linking and real-time transaction syncing for 12,000+ US financial institutions.
Automate invoicing, payment collection, and payout reconciliation directly from your WealthGuard dashboard.
Sync startup banking accounts, track cash flow, and automate payroll deductions seamlessly.
Bi-directional sync for P&L statements, balance sheets, and automated expense categorization.
Push reconciled transactions and pull tax-ready reports for seamless year-end preparation.
Export categorized income, deductions, and investment gains directly to your tax filing workflow.
Sync client profiles, financial milestones, and advisor notes across your CRM ecosystem.
Automate client onboarding, track engagement metrics, and sync financial health scores.
Aggregate brokerage accounts, 401(k)s, and crypto holdings into a unified wealth view.
Extend our platform with RESTful endpoints, SDKs for Python, JavaScript, and Go, plus real-time webhooks for account events, market triggers, and compliance alerts.
Every integration is built with financial data protection as the top priority. We meet strict regulatory standards across all connected platforms.
All data in transit and at rest is encrypted using AES-256 and TLS 1.3 protocols.
Independently audited security controls and information management systems.
Secure payment processing and tokenization for all connected financial gateways.
We never store raw banking credentials. OAuth tokens are ephemeral and auto-rotate.
Join our certified partner program to co-build, get dedicated engineering support, and reach thousands of financial advisors and high-net-worth clients.