Standard Integration Options

Exports

Custom exports are created for clients that have data in Balance that they would like extracted to upload directly into another system (general ledger is the most common). The most common exports we build are for Distribution activity, Investment Allocations by GLID, Administrative Fees, and Investment Manager activity (if using our Investment Portfolio Module).  The customer will generate the exports in the Balance software, save the file to their own server, and upload the file directly into their software manually. See this article for more info: How To Create an Export

Automated Integration Options

Single Sign On (SSO)

Access to Balance can be granted via SSO. Our SSO is SAML 2 compliant and we are a member of the InCommon network. Single Sign On is set up by working with an institution’s IT department so that Balance users can log in to Balance through other institutional systems.

Northern Trust

Balance has a partnership with Northern Trust, a financial services company. Balance customers that have a relationship with Northern Trust can use a built-in utility to import investment data (either at the Investment Pool or Asset Manager level) from Northern Trust using a secure FTP site. Please contact Northern Trust for additional information. If the Northern Trust integration has already been set up for your Balance database, then please see How Do I Import Northern Trust Data? for additional guidance.

FTP Automation

Automates the transferring of export files from Balance to a client's server. Please contact support.balance@evertue.com to discuss setting an FTD feed if interested.

Future Integrations

Balance encourages product improvement suggestions from our clients!  We use this feedback to continuously develop the software.  We are developing additional integration tools and will update this article when they are available. Use this form to submit feedback on Balance by EverTrue.