Integrations
Integrations
Bedrock connects to the platforms your firm already uses. Documents flow in, review outcomes flow back.
Integrations let firms submit documents for compliance review without leaving their existing tools. Each integration follows the same pattern: the firm installs Bedrock from their platform's app store, an adviser submits a document for review, and Bedrock writes the outcome back once the review is complete.
How integrations work
- Install — the firm installs the Bedrock app from the provider's marketplace. The connection is created automatically.
- Submit — an adviser selects a document and submits it to Bedrock for review from within their existing tool.
- Review — a qualified reviewer assesses the document in Bedrock's reviewer portal.
- Write-back — the review outcome and certificate are written back to the originating system.
Available integrations
IntellifloAvailable
Submit documents for review directly from Intelliflo Office via the Client Actions menu.Dynamic PlannerComing soon
Ingest documents and risk profiling data from Dynamic Planner.REST API
Every integration uses the same Bedrock API under the hood. Firms that don't use a supported platform can integrate directly via the REST API — see the pipeline integration cookbook.