Integro CX Wealth

Contact Us Integro CX Wealth is an interactive customer wealth portal solution Integro CX Wealth is a modern, integrated customer wealth portal solution, meeting the needs of advisers and their clients
Integro CX Wealth provides an aggregated view of wealth for advisers and their clients in a secure, modern and interactive manner using our streamlined, non-technical integration.

Consolidated wealth delivered through a modern, engaging and personal user experience

A dynamic, modern Wealth Management portal for those that want to stand out from the crowd.

Future-proof your wealth portal

Pre-built solution using the fully extensible Integro CX framework, offering the simplicity of a pre-built solution along with the flexibility of customisations when required.

Multiple out of the box integrations

Pre-built integrations with 3rd party authentication providers, SharePoint 365 document repository and Financial Express.

Simplified integration

Powered by its own portal database, data can be imported based on the format you have and mapped to the data to be displayed, meaning ICX Wealth can be utilised in situations where APIs not exist.

Fully customisable forms for tailored data capture

ICX Wealth comes with ICX Form Builder enabling users to create their own forms and distribute via ICX Wealth to facilitate secure data capture.

Designed for Collaboration

Supports secure communication including document sharing and form completion between portal users, including portal support users.

Get in touch

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