Connect external services to automatically sync documents and data.
SharePoint
Data
Sync documents from SharePoint libraries and sites
Google Drive
Data
Import files and folders from Google Drive
Alter Domus
Data
Pull fund administration data and reports from Alter Domus
Snowflake
Data
Query portfolio and financial data from Snowflake warehouses
Power BI
Data
Publish metrics and dashboards to Power BI workspaces
Claude
Data
Let Claude read your portfolio data and answer questions
ChatGPT
Data
Let ChatGPT read your portfolio data and answer questions