Data sources

Synchronize your customers' insurance and investment data.

• Update connection information for a source
• Disable a source
• Delete a source
• Configure Assure & Go source

Configuring investment data synchronization

• Configure VieFUND source

Configure insurance data synchronization

• Configure RBC source
• Configure Assumption source
• Configure Empire Life source
• Configure iA Financial Group source
• Configure Canada Life source
• Configure Manulife source
• Configure SSQ - Beneva source