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Integro CX

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Software Status:Active

About Integro CX

Integro CX is a Wealth Management Portal Solution from Dunstan Thomas designed for wealth managers, platforms, and providers. It provides a Customer Portal, Pensions Administration, and Pensions Dashboards to support efficient access and management of pension-related information. This solution facilitates user interaction with complex pension data and improves transparency for clients. Integro CX enables wealth management firms to offer better service delivery with reliable administration and insightful dashboards. Key capabilities: Customer Portal Pensions Administration Pensions Dashboards ISP Outsourced Pensions Administration Best for: wealth managers and financial service providers that need to manage and present pension information effectively.

Integro CX Details

Vendor
Dunstan Thomas
Year Launched
1986
Location
Building 3000 Lakeside North Harbour Portsmouth PO6 3EN
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean
Users
Financial Analysts, Risk Managers, Compliance Officers, Wealth Managers, Investment Advisors, Accountants
Industries Served
Wealth management, financial services, fintech platforms, digital advice providers, regulated investment platforms.
Tags
Low-Code Web App, Wealth Portal, Customer Engagement, Role-Based Portal, Workflow Engine, Secure Messaging, Financial Services Portal, Digital Platform Framework

Integro CX's In-App Market Place

Does Integro CX have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr)

Pros & Cons

  • Flexible integration allows unified access to multiple systems and data sources.
  • Custom dashboards and interactive components improve user experience and engagement.
  • Strong security with role-based permissions ensures users see only relevant content.
  • Workflow, messaging, and e-signature features enable fully customized customer journeys.
  • Complex workflows may still require technical expertise or developer support.
  • Initial setup and integration with multiple systems can be resource-intensive.
  • Ongoing maintenance is required to keep dynamic content and workflows updated.
  • Quality of dashboards and reports depends on the accuracy of integrated data.

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