Which software applications does Assemblage integrate with?

Since Assemblage works with any PDF output, Assemblage works with any application that can print. Typically, content comes from the following categories:

• Contact Management: Junxure, Pro-Tracker, Microsoft CRM, Redtail and more.
• Investment Management: Portfolio Center, Advent, Outsourced Portfolio Report Providers (e.g., BOSS, Portfolio Services) and more.
• Billing and Tax Software: Quickbooks, Peachtree, LeCerte, CCH and more.
• Microsoft Office: Excel, Word, Powerpoint and Publisher.
• Downloaded PDFs: from Custodians such as Schwab, Fidelity, TD Ameritrade Broker Dealers, or Research Providers (Morningstar, etc.).

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Which web portals (lockbox providers) does Assemblage integrate with?

Currently, Assemblage works with the following:

• Lightport
• Family Office Network (FON)
• Junxure ClientView*
• AdvisorVault (by Advisor Sites)
• IAS*

* Requires use of the firm's CRM

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