Integrations
Integrations
Zeplyn connects to the custodians, CRMs, and portfolio management platforms your firm already uses — so compliance review fits your existing workflow.
REST API
SFTP Data Feed
SFTP Data Feed
Connects to your existing stack
These are the platforms the RIA ecosystem runs on. Zeplyn is built to work with data from these systems — not replace them.
Custodians
Schwab-compatible
Fidelity-compatible
Pershing-compatible
CRM
Salesforce Financial Services Cloud
Redtail CRM
Wealthbox
Portfolio Management
Orion Advisor Tech
Envestnet
Tamarac
Document Management
DocuSign
SharePoint
Google Drive
Custom Integrations
Need a custom integration?
If your firm uses a platform not listed above, we support REST API and SFTP data feeds for custom integration. Contact us at [email protected] — most custom integrations are scoped during the onboarding conversation.
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