BEDROCK
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Ecosystem

Integrations.

Bedrock connects to the platforms your firm already runs, so every recommendation is captured, reviewed, and turned into evidence. No manual uploads, no change to how advisers work.

How integrations work.

When advice is created in a connected platform, it is captured automatically, along with the context and inputs behind it, and routed for human review before it reaches the client. The evidence comes back to the system you already use.

01

Connect

Connect a platform your firm already runs, by API key or OAuth. No change to how advisers work.

02

Capture

Every recommendation is captured as it is produced, with the inputs behind it and what any AI contributed.

03

Prove

Once reviewed, tamper-proof evidence is written back to your system, ready for the FCA.

Back Office & CRM

Supervise every recommendation, straight from Intelliflo Office.

CRM

Put every recommendation in Salesforce under review and on the record.

Back Office & Planning

Bring suitability reports and advice from XPLAN into review and evidence.

Risk & Suitability

Capture risk profiles and suitability as part of the advice record.

Do not see your platform?

A REST API works with any other system, and we are building new integrations based on demand.

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Hi! I'm Bedrock's AI assistant. I can answer questions about the product, pricing, compliance coverage, and integrations. What would you like to know?