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Software and Data Integration

Talk to the CoMetrix experts today
and find out how our services
can give you the best solution.

We are committed to the success of your business by providing additional services that improve productivity and save you money.

We combine our core competency of technology integration with our experience, skills, expertise and willingness to help to facilitate the integration of your CoMetrix RnR data with your other systems.

Contact us to hear how we can help!

By integrating CoMetrix with your other systems, you can save time and money by having all the information that you need at your fingertips. Our skills and expertise in using a variety of tools and techniques to integrate systems and data is matched by our willingness to help.

  • CoMetrix APIs allow you to create & execute workflows and create documents, help desk items and activities.
  • The CoMetrix Email Gateway provides easy and direct access to these APIs, so there is no need to write any software! For example, a vetting workflow can be initiated simply by sending an email to CoMetrix.
  • The CoMetrix Agent for Outlook integrates with the Microsoft Outlook APIs and the CoMetrix Email Gateway. to extend Outlook with functionality for the user to easily and reliably record activities in CoMetrix, without leaving Outlook.
  • CoMetrix integrates with the Business Intelligence and Reporting Tools (BIRT) APIs to allow easy reporting writing. Again, there is no need to write any software!
  • CoMetrix APIs also allow you to easily search for companies, people and documents. These can be used by your website to easily incorporate adviser search functionality.
  • CoMetrix integrates with data.gov APIs to load, search and report from ASIC and Tax Practitioner's Board datasets.
  • CoMetrix imports over 90 provider revenue statement formats in their native format. New formats and changes can be rapidly configured using our innovative Finite State Machine configurations. CoMetrix also supports legacy Extended Platform Interface (EPI) 3.2.2 and 4.0 APIs.
  • CoMetrix imports client information from the major providers in their native format, as well as EPI 4.0.
  • CoMetrix exchanges data with BPAY, Ezidebit, Xeppo, SAP , Midwinter AdviceOS, WealthConnect and Xero, to name a few. We can connect to your client CRM - contact us to hear how we can help!
  • CoMetrix utilises OWASP API Security to guide our enterprise-level security that helps protect your information from unauthorised access.
  • CoMetrix integrates with ClamAV to to ensure all files loaded into CoMetrix are checked for viruses, and appropriate measures are taken.
  • CoMetrix integrates with SMS Global to provide robust messaging services.
  • Additionally, we can build custom web services/APIs for you.