• Settings
  • Profile
  • Organization
  • Funds
  • Team
  • Password
  • Integrations
  • Scenarios
  • Forwarding Inbox
  1. Settings

Integrations

Connect external services to automatically sync documents and data.

Data

S

SharePoint

Data

Sync documents from SharePoint libraries and sites

Not connected

Google Drive

Data

Import files and folders from Google Drive

Not connected
AD

Alter Domus

Data

Pull fund administration data and reports from Alter Domus

Not connected

Snowflake

Data

Query portfolio and financial data from Snowflake warehouses

Not connected

Power BI

Data

Publish metrics and dashboards to Power BI workspaces

Not connected

Claude

Data

Let Claude read your portfolio data and answer questions

Not connected

ChatGPT

Data

Let ChatGPT read your portfolio data and answer questions

Not connected