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.

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Data Feeds

Data feeds serve as the foundational element for making efficient and well-informed decision within your firm.

Assumption Life: Sync insurances from the Assumption Life Platform.; Available
Beneva / SSQ: Sync insurances from the Beneva / SSQ Platform.; Available
Canada Life: Sync insurances from the Canada Life Platform.; Available
Empire Life: Sync insurances from the Empire Life Platform.; Available
Manulife: Sync insurances from the Manulife Platform.; Available
Industrial Alliance: Sync insurances from the Industrial Alliance Platform.; Available
RBC: Sync insurances from the RBC Platform.; Available
Sun Life: Sync insurances from the Sun Life Platform.; Available
Viefund (multiple): Sync investments & documents from a Viefund Compatible Platform.; Available
Groupe Cloutier (Winfund): Sync investments from the Winfund / Groupe Cloutier Platform.; Available
MICA (Winfund): Sync investments from the Winfund / MICA Platform.; Beta
Horizons Financial (RepVision): Sync investments from the RepVision / Horizons Platform.; Beta
IDC (RepVision): Sync investments from the RepVision / IDC Platform.; Beta
Peak (Univeris): Sync investments from an Univeris / Peak platform; Beta
Quadrus (Univeris): Sync investments from an Univeris / Quadrus platform; Beta
Investia (Univeris): Sync investments from an Univeris / Investia platform; Beta

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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.; Beta
Google: Sync contacts, emails & calendar events from Google.; Beta
DocuSign: Send documents / envelopes for signature with DocuSign. Track the process in Laylah.; Planned
OneSpan: Send documents / envelopes for signature with OneSpan.; Planned
Onnisend: Sync your contact list & segmentation with Onnisend for your mailing campaigns.; Planned
Mailchimp: Sync your contact list & segmentation with Mailchimp for your mailing campaigns.; Planned

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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.