Standard Integration Options
Automated Integration Options
1.) Single Sign On (SSO): Access to Fundriver 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 Fundriver users can log on to Fundriver through other institutional systems.
2.) Northern Trust: Fundriver has a partnership with Northern Trust, a financial services company. Fundriver clients 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 Fundriver database, then please see How do I Import Northern Trust Data for additional guidance.
3.) FTP Automation: Automates the transferring of import files from a client's server into Fundriver Balance and the transferring of export files from Fundriver Balance to a client's server.
Fundriver 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.