IntegroCX

Scalable role based portal framework with unrivalled flexibility delivering exceptional customer experience.

An award winning portal solution with unlimited third party integration capabilities, workflow technology and an API that enables users to take control. Integro CX delivers portal and dashboard technology solutions for the bespoke needs of wealth managers, platforms and providers. Exceptional user experience makes the complex understandable.

Integro CX software for financial services

Integro CX is used in three platform and provider markets. These are the non-advised, advised and the group markets.

Non-Advised Market

Advised Market

Group

Integro CX users

Integro CX - Portals and dashboards with exceptional user experiences

Integro CX provides portal and dashboard technology solutions for the unique needs of wealth managers, platforms and providers by making the complex understandable with exceptional user experiences.

Integro CX provides dashboards and portals for the financial services market. Integro CX provides highly configurable, scalable portal solutions, with workflow and document management capabilities.

Integro CX can be used across the market where users can be administrative users, financial advisers or clients.

Dashboards and portals with award winning user experience Integro CX is a component based framework, that provides flexibility and agility so that information and insight can be delivered in an engaging way to users.

Integro CX is built to provide exceptional user experiences.

Integro CX uses leading edge technologies to future proof IT investments.

Integro CX keeps pace with the changing behaviors of users through delivery across devices.

The Integro CX API is able to integrate into any number of data sources to provide access that extends the life of systems.

Whether you are integrating or optimising your legacy systems, or in need of solutions that will provide leading edge dashboard, portal and workflow solutions, Integro CX is designed for unique solutions with innovative technology that meet the demands of the financial services market.

Dashboards and portals providing exceptional user experience

Dunstan Thomas developed Integro CX, an award winning dashboard and portal solution for the financial services market. Integro CX delivers dashboards and portals with integration capabilities, workflow technology and an API to enable users to take control.