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Integro CX is an award winning wealth management portal solution with unlimited third party integration capabilities, workflow technology and an API that enables users to take control. Integro CX delivers portal and dashboard technology solutions for the unique needs of wealth managers, platforms and providers.
Integro CX is an award winning sophisticated low-code framework enabling rapid web development making the complex understandable with exceptional user experiences.
Integro CX Wealth provides an aggregated view of wealth for advisers and their clients in a secure, modern and interactive manner.
Find out moreIntegro CX delivers digital solutions for wealth managers, platforms and providers. Integro CX delivers exceptional user experiences creating clarity from complexity.
Find out moreDesigned specifically for creating online forms for the unique needs of wealth managers as they interact with their customers.
Find out moreThe financial services market is complex, with systems both legacy and new interacting together. Integro CX brings this interaction alive through exceptional user experiences.
Engaging and working with clients is changing. Investment in developing new client experiences through the lifecycle of engagement is a major area of focus for the Wealth Management market.
Bringing it all together is only possible with great technology design and implementation where system components are modules that interact with each other.
Product innovation never stops, the competitive landscape is more intense, the regulator continues to adjust the market. Delivering your products to market quickly is key to building success and fantastic outcomes.
Creating experiences that reflect the brand and personality of your business is an essential component of any business. Integro CX provides total control over your vision for digital engagement.