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 by Dunstan Thomas is a highly versatile, low-code portal and dashboard platform designed to deliver tailored, secure, and interactive digital experiences, particularly for wealth managers, financial institutions, and other regulated organizations. Its primary strength lies in its flexibility, allowing companies to quickly build prototypes or fully functional portals without starting from scratch, while seamlessly integrating with existing data sources, back-office systems, and third-party services. The platform supports role-based dashboards, ensuring that clients, advisers, and administrators only see content and functionality relevant to them, enhancing security, usability, and engagement. Workflow customization is another key feature, with support for secure messaging, e-signatures, document management, and configurable processes that can mirror complex business logic. Integro CX Wealth provides a prebuilt, ready-to-use portal optimized for wealth management, including authentication, portfolio views, reporting, and FX order management, while Integro CX Enterprise offers complete flexibility for bespoke applications, allowing organizations to white-label solutions, integrate multiple services, and tailor every aspect of the user experience.
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.
Features
Key features
- Low-Code Framework
- Rapid web app builder enabling prototyping and full production with minimal coding.
- Multi-System Integration
- Connects to multiple external data sources and systems for consolidated information in one portal.
- Customisable Dashboards
- Role-based dashboards that tailor content and data visibility per user.
- Workflow & Journey Engine
- Design custom user journeys and workflows, including secure messaging and e-signature.
- Role Management & Security
- Fine-grained role and permission controls to segment functionality securely within a single instance.
Additional features
- Web Application Builder
- Build bespoke portals, apps, and web experiences using a low-code platform.
- Interactive Forms
- Create fully custom online forms for data capture with the form-builder module.
- Secure Messaging
- Support communication between portal users with messaging and e-signature capabilities.
- Document Management
- Enable document sharing, uploads, and secure storage through the portal.
- Pre-Built Wealth Portal (Wealth)
- Ready-made portal solution for wealth managers and their clients.
- Custom Workflows / Journeys
- Define user journeys and workflows tailored to your business logic.
- Configurable Content Management
- Update media, marketing, and data content dynamically via the portal.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Integro CX
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
MTN Homeland
MTN Homeland is a digital remittance and airtime transfer platform developed by MTN MoMo to…
Sigma AI
Sigma AI is a fraud detection software from Pastel that solves financial challenges in Africa…
Reeple
Reeple is a technology infrastructure platform from Reeple Technologies designed to help African immigrants in…
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
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
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.
Integro CX's Support Options
Email Address
enquiries@dthomas.co.ukContact
+44 (0) 2392 822 254Integro CX's Alternatives
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
MTN Homeland
MTN Homeland is a digital remittance and airtime transfer platform developed by MTN MoMo to…
Sigma AI
Sigma AI is a fraud detection software from Pastel that solves financial challenges in Africa…
Reeple
Reeple is a technology infrastructure platform from Reeple Technologies designed to help African immigrants in…
