Integro CX Wealth

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.

Simplified integration

Take the technical complexity out of platform integration through our streamlined, non-technical integration.

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.

Fully customisable forms for tailored data capture

Allows users to create their own forms and distribute via the wealth portal for professional, secure data capture with no technical expertise required.

Multiple out of the box integrations

Pre-built integration of data from 23 product providers (most including transactional data), SharePoint 365 document repository, fund data via Financial Express along with a number of 3rd party identity providers out of the box.

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