Integrations
Accelerate innovation with seamless integrations
Deliver connected engagement experiences throughout your clients’ lifecycle, leveraging pre-built integrations with leading financial technologies
Schedule a DemoJIFFYAI partners with the financial services industry’s leading technology and platform providers to seamlessly integrate data and drive efficiency across your technology stack. Choose from a comprehensive library of out-of-the-box integrations—including asset custodians, CRMs, KYC providers, TAMP systems, account processing services, digital payments platforms, loan and mortgage systems, document management systems, and more—to securely access, unify, and activate client and market data. Empower richer client experiences, accelerate innovation, and ensure seamless connectivity across your ecosystem.
Custodians / Clearing Firms
Turnkey Asset Management Programs (TAMPs)
Wealth Management Platforms / Advisor Technology
Research & Financial Planning
CRM, KYC & ID Verification
Communication, Messaging & Meetings
Payments / Transfers / Financial Infrastructure
Core Processing / Core Banking
Loans & Mortgages
Data, Market Data, and Enrichment
Document Management / Content Management
Electronic Signature
Others
Frequently Asked Questions
Custodian integration connects wealth platforms with custodial systems to exchange data and manage workflows — enabling real-time access to account and transaction data and reducing manual reconciliation efforts.
Manual custodian data management — re-keying information across portals, reconciling discrepancies, and managing separate submission workflows — creates significant operational overhead and increases NIGO risk. JIFFYAI enables seamless custodian integration through APIs, RPA, and file-based connectors, supporting continuous bidirectional data flow across all major custodians.
CRM integration connects wealth management platforms with customer relationship management systems to enable seamless data exchange — synchronizing client information, activities, and workflows across systems to improve visibility and reduce duplicate data entry.
CRMs are widely used in wealth management but often function as passive data stores rather than active engagement tools. When CRM data is disconnected from onboarding, servicing, and AI workflows, advisors lose context and ops teams duplicate effort. JIFFYAI enables bidirectional CRM integration, ensuring real-time data flow and allowing advisors to trigger workflows and actions directly from a unified interface.
TAMP (Turnkey Asset Management Platform) integration connects advisory platforms with third-party portfolio management and investment solutions — giving advisors access to model portfolios, rebalancing tools, and investment strategies without manual data transfer.
Advisors who rely on TAMPs for investment management often face a disconnect between portfolio data and the client engagement and onboarding workflows running on separate systems. This creates inefficiency, delays model assignment, and limits the firm's ability to deliver a seamless advisor experience. JIFFYAI integrates with TAMPs including Orion and Envestnet, unifying portfolio data with onboarding, servicing, and AI workflows in a single platform.
JIFFYAI integrates with all major custodians including Schwab, Fidelity, Pershing/BNY Mellon, Axos Clearing, and others — supporting real-time data feeds, account opening submissions, and account servicing requests through native API and file-based integrations.
Custodian connectivity is one of the most operationally critical — and historically fragmented — challenges for wealth firms. Manual custodian portal entry, inconsistent data formats, and siloed workflows create delays and NIGO risk across onboarding and servicing. Custodian integration is a core JIFFYAI platform capability, not an optional add-on.
JIFFYAI integrates bidirectionally with Salesforce Financial Services Cloud, Redtail, Wealthbox, and other major wealth management CRMs — pulling client data before meetings and pushing updates, notes, and action items after. It also integrates with TAMPs including Orion and Envestnet.
For most wealth firms, the CRM is the system of record — but it passively stores history rather than driving advisor action. JIFFYAI becomes the intelligence and execution layer on top, making every CRM record generate advisor workflows, meeting briefs, and servicing triggers rather than sitting as static data.