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State of the Art Technology Platform

The Integra technology platform spans several systems, all of which come together to provide a great experience for our clients and employees.

The center piece of it all is our private cloud environment and virtual network that provides a safe and secure environment to house data and access other systems to reduce the chance for a cyber security breach.  From within this environment, you can access software systems such as:

  • Tamarac Portfolio Reporting and CRM

  • Microsoft Office Word, Excel & Power Point

  • Outlook for email, calendar, and contacts

  • Systems for virtual meetings

  • Charles Schwab Advisor Center

Your clients will have access to their Schwab brokerage accounts through the Integra Capital branded Schwab Alliance site and be able to view their account performance in the Tamarac client portal.  If they work with us on a goals-based financial plan, they can access the Right Capital client portal as well to review their plan’s status.

ACCESS TO PRACTICE MANAGEMENT & MARKETING SUPPORT