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9.4. Integration with Other Software

The following is a list of software that we have integrated with.  It is not exhaustive, so if your software isn't listed, chances are still very good that we can integrate with it.

Contact Management Software

Assemblage will integrate with most Contact Management Software.  Here are a few examples:

  • Junxure
  • Junxure Cloud
  • ProTracker (Access and SQL Versions)
  • Maximizer
  • Access
  • Microsoft CRM
  • Sales Logix
  • Salesforce
  • Tamarac's Advisor CRM
  • GoldMine
  • ACT

Note:  If your CRM is cloud-based, we may require an export from that CRM to integrate as we cannot read databases that are not stored on your system.  This is an easy step.

Portfolio Management Software

Assemblage will integrate with most Portfolio Management Software.  Here are a few examples:

  • Portfolio Center
  • Advent Axys
  • dbCams
  • Morningstar Office
  • Black Diamond
  • Orion
  • Tamarac
  • Advyzon

 Note:  If your Portfolio Managment software is is cloud-based, we may require an export from that CRM to integrate as we cannot read databases that are not stored on your system.  This is an easy step.

Web Portals

Assemblage integrates with any portal that allows for bulk upload.  Here are a few portals that we have integrated with:

  • ShareFile
  • Wealth Access
  • Box.net (in conjunction with Box.net synch functionality)
  • Junxure's ClientView On Premise
  • ModestSpark
  • AdvisorVault (including AdvisorVault's Desktop Connector)
  • ElevateCDS (Formerly FamilyOfficeNetwork)
  • InvestCloud (Formerly Light[PORT])
  • IAS (Interactive Advisory Software)
  • Tamarac's AdvisorView Portal

 Document Management Systems

  • Worldox
  • Share Point
  • NetDocuments
  • "Light" DMS systems part of popular CRMs
  • Windows folder tree
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