Our Sources + Integrations
Trustable Data Feeds & Seamless Integrations.
Laylah consolidates scattered client data from multiple accounts into one cohesive interface and brings your favorite tools together. Say goodbye to fragmentation and hello to efficiency.
Data Feeds
Data feeds serve as the foundational element for making efficient and well-informed decision within your firm.
Investments
Horizons Financial (RepVision)
IDC (RepVision)
Peak (RepVision)
PPI (RepVision)
Investia (Univeris)
Quadrus (Univeris)
Agenz (Viefund)
Global Maxfin (Viefund)
Mérici (Viefund)
Pinacle Wealth Brothers (Viefund)
Sentiel (Viefund)
SFGT (Viefund)
WhiteHaven (Viefund)
Groupe Cloutier (Winfund)
MICA (Winfund)
Insurances
Assumption Life
Assure & Go
Beneva / SSQ
Canada Life
Empire Life
Industrial Alliance
Manulife
RBC
Sun Life
UV Insurance
Equitable
BMO
Don't see a data source you need?
Suggest a sourceIntegrations
Data integrations between systems serve as the cornerstone for streamlining work for today's advisors, providing them with the freedom to choose their systems and streamline their workflows.
Office / Microsoft 365
Sync contacts, emails & calendar events from Office / Microsoft 365.
Sync contacts, emails & calendar events from Google.
Omnisend
Sync your contact list & segmentation with Omnisend for your mailing campaigns.
Mailchimp
Sync your contact list & segmentation with Mailchimp for your mailing campaigns.
AdvisorFlow
Sync contact data from AdvisorFlow into Laylah.
DocuSign
Send documents / envelopes for signature with DocuSign. Track the process in Laylah.
OneSpan
Send documents / envelopes for signature with OneSpan.
Twilio
Use Twilio in Laylah to send SMS and make calls.
Don't see your favorite tool?
Suggest an integrationWe want Laylah to work for you.
Laylah’s reliable technology adapts to the realities of your firm with features and tools that will evolve to support your growth. So, if a feature or service that you need isn’t here, let us know! Chances are, you’re not alone.