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Integration Partners

We've integrated Perseptiv with the partners below to streamline your tech stack and make your life easier.

Fi360

Integrated with FI360 for comprehensive investment oversight and documentation.

• FI360 integration for investment data
• Automated investment reporting
• Performance monitoring dashboards
• Fiduciary-grade documentation

Venrollment

Integrated with Venrollment to streamline and scale your 1:1s effectively and bridge-to wealth conversations.

• Create custom questionnaire links for each plan
• Integrate secure access link via a button in Venrollment
• Participants can access questionnaire right from their plan's Venrollment site

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