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)

Available

IDC (RepVision)

Available

Peak (RepVision)

Available

PPI (RepVision)

Available

Investia (Univeris)

Available

Quadrus (Univeris)

Available

Agenz (Viefund)

Available

Global Maxfin (Viefund)

Available

Mérici (Viefund)

Available

Pinacle Wealth Brothers (Viefund)

Available

Sentiel (Viefund)

Available

SFGT (Viefund)

Available

WhiteHaven (Viefund)

Available

Groupe Cloutier (Winfund)

Available

MICA (Winfund)

Available

Insurances

Assumption Life

Available

Assure & Go

Available

Beneva / SSQ

Available

Canada Life

Available

Empire Life

Available

Industrial Alliance

Available

Manulife

Available

RBC

Available

Sun Life

Available

UV Insurance

Available

Equitable

Beta

BMO

Planned

Don't see a data source you need?

Suggest a source

Integrations

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.

Available

Google

Sync contacts, emails & calendar events from Google.

Available

Omnisend

Sync your contact list & segmentation with Omnisend for your mailing campaigns.

Available

Mailchimp

Sync your contact list & segmentation with Mailchimp for your mailing campaigns.

Available

AdvisorFlow

Sync contact data from AdvisorFlow into Laylah.

Available

DocuSign

Send documents / envelopes for signature with DocuSign. Track the process in Laylah.

Planned

OneSpan

Send documents / envelopes for signature with OneSpan.

Planned

Twilio

Use Twilio in Laylah to send SMS and make calls.

Planned

Don't see your favorite tool?

Suggest an integration

We 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.