{"id":939,"date":"2026-05-01T00:00:38","date_gmt":"2026-05-01T04:00:38","guid":{"rendered":"https:\/\/advisoronedev.wpenginepowered.com\/integrations\/"},"modified":"2026-08-05T11:31:09","modified_gmt":"2026-08-05T15:31:09","slug":"nos-integrations","status":"publish","type":"page","link":"https:\/\/advisorone.net\/fr\/nos-integrations\/","title":{"rendered":"Int\u00e9grations"},"content":{"rendered":"\n
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Int\u00e9grations<\/h2>\n\n\n\n

AdvisorOne s\u2019int\u00e8gre facilement aux outils que vous utilisez d\u00e9j\u00e0, r\u00e9unissant ainsi votre GRC, votre gestion de portefeuille et vos syst\u00e8mes de donn\u00e9es au sein d\u2019une exp\u00e9rience unifi\u00e9e. Finis les silos et le travail redondant : place \u00e0 un flux de travail rationalis\u00e9 et interconnect\u00e9.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Con\u00e7u pour s\u2019int\u00e9grer \u00e0 votre infrastructure technologique existante<\/h2>\n\n\n\n

AdvisorOne s\u2019int\u00e8gre de mani\u00e8re transparente aux d\u00e9positaires de confiance et aux outils de conseil, regroupant ainsi l\u2019ensemble de votre \u00e9cosyst\u00e8me au sein d\u2019une plateforme Microsoft Dynamics 365 ax\u00e9e sur les relations \u2014 sans vous obliger \u00e0 modifier vos m\u00e9thodes de travail.<\/p>\n\n\n\n

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\nVoir un d\u00e9mo<\/a>\n\n\n\nParlez \u00e0 un expert<\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Flux et sources de donn\u00e9es unifi\u00e9s pour la gestion des d\u00e9p\u00f4ts<\/span><\/h2>\n\n\n\n

Int\u00e9grez vos outils technologiques gr\u00e2ce \u00e0 un GRC conversationnel sp\u00e9cialement con\u00e7u pour la gestion de patrimoine. AdvisorOne s\u2019int\u00e8gre aux principaux fournisseurs de donn\u00e9es et de flux d\u2019informations des d\u00e9positaires, garantissant ainsi un transfert fluide des donn\u00e9es des clients vers une plateforme s\u00e9curis\u00e9e unique \u2014 ce qui vous offre une vue d\u2019ensemble compl\u00e8te et connect\u00e9e pour renforcer et approfondir vos relations avec vos clients.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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\n<\/span>\n\n\n\nCanada<\/span>\n\n\n\n<\/rect><\/polyline><\/svg><\/span><\/rect><\/polyline><\/svg><\/span><\/span>\n<\/div>\n\n\n\n
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\nAmiPro<\/a>\n\n\n\nAssante<\/a>\n\n\n\nAviso \/ Credential \/ Qtrade<\/a>\n\n\n\nBetterment<\/a>\n\n\n\nBMO<\/a>\n\n\n\nBMO Capital Markets<\/a>\n\n\n\nBMO Institutional Services<\/a>\n\n\n\nBMO Investor Line<\/a>\n\n\n\nBMO Nesbitt Burns<\/a>\n\n\n\nBMO Private Investment Management<\/a>\n\n\n\nBMO Private Wealth<\/a>\n\n\n\nBroadridge Financial Solutions<\/a>\n\n\n\nCanadian Western Trust<\/a>\n\n\n\nCI Investment Services (formerly BBS Securities)<\/a>\n\n\n\nCIBC Capital<\/a>\n\n\n\nCIBC Capital Markets<\/a>\n\n\n\nCIBC Mellon Canada<\/a>\n\n\n\nCIBC Morgan Meighen<\/a>\n\n\n\nCIBC Pender Fund<\/a>\n\n\n\nCIBC Record Keeping<\/a>\n\n\n\nCIBC World Markets Inc.<\/a>\n\n\n\nCIBC World Markets Inc.<\/a>\n\n\n\nCommon Wealth Custody<\/a>\n\n\n\nComputershare<\/a>\n\n\n\nConcentra Financial<\/a>\n\n\n\nCowan Prime Services<\/a>\n\n\n\nCredential Managed Account<\/a>\n\n\n\nData Access Ziplink<\/a>\n\n\n\nDataphile<\/a>\n\n\n\nDeposit Broker Services<\/a>\n\n\n\nDesjardins Security<\/a>\n\n\n\nDesjardins Trust<\/a>\n\n\n\nDS Data<\/a>\n\n\n\nDundee<\/a>\n\n\n\nE*TRADE Advisor Services<\/a>\n\n\n\nFidelity Clearing Canada<\/a>\n\n\n\nFidelity Investments<\/a>\n\n\n\nFidelity Wealth Central<\/a>\n\n\n\nFix Flyer Trading<\/a>\n\n\n\nFolio Financial<\/a>\n\n\n\nFundserv<\/a>\n\n\n\nFundserv Byde Signation Type<\/a>\n\n\n\nGemini Trust Company<\/a>\n\n\n\nGenuity \/ Pinnacle Custody Services<\/a>\n\n\n\nGIC Invest<\/a>\n\n\n\nIDC World Insurance Network<\/a>\n\n\n\nIMB Book of Record Systems<\/a>\n\n\n\nIndependent Insurance Network<\/a>\n\n\n\nIndependent Trading Network<\/a>\n\n\n\nInteractive Brokers Canada<\/a>\n\n\n\nKyndryl (IBM)<\/a>\n\n\n\nLaurentian Bank<\/a>\n\n\n\nMacquarie Bank<\/a>\n\n\n\nMRS Systems<\/a>\n\n\n\nNational Advisors Trust Company<\/a>\n\n\n\nNational Bank Trust<\/a>\n\n\n\nNational Financial Services LLC<\/a>\n\n\n\nNBIN \/ National Bank<\/a>\n\n\n\nNBIN TRUST<\/a>\n\n\n\nNorthern Trust Company<\/a>\n\n\n\nOlympia Trust<\/a>\n\n\n\nPenson Financial Services Canada<\/a>\n\n\n\nPinnacle Custody Services<\/a>\n\n\n\nPrime Brokerage TD Securities<\/a>\n\n\n\nQuestrade Inc.<\/a>\n\n\n\nRational Portfolio Manager<\/a>\n\n\n\nRaymond James Canada<\/a>\n\n\n\nRaymond James Financial<\/a>\n\n\n\nRaymond James Ltd.<\/a>\n\n\n\nRBC Private Wealth<\/a>\n\n\n\nRBC Wealth Management Canada<\/a>\n\n\n\nRoyal Bank Dexia<\/a>\n\n\n\nRoyal Bank Dominion<\/a>\n\n\n\nRoyal Bank Investor & Treasury Services<\/a>\n\n\n\nRoyal Bank of Canada<\/a>\n\n\n\nRoyal Bank of Canada Capital Market<\/a>\n\n\n\nRoyal Bank Unitrax<\/a>\n\n\n\nRoyal Bank USA Holdco<\/a>\n\n\n\nScotia McCleod<\/a>\n\n\n\nScotiabank<\/a>\n\n\n\nScotiabank Prime Services<\/a>\n\n\n\nScotiabank Single Currency Amounts<\/a>\n\n\n\nScotiabank Wealth Management<\/a>\n\n\n\nScottrade Advisor Securities<\/a>\n\n\n\nSEIC<\/a>\n\n\n\nSGGG Fund Services<\/a>\n\n\n\nTD Bank<\/a>\n\n\n\nTD Direct Investing<\/a>\n\n\n\nTD Prime Brokerage<\/a>\n\n\n\nTD Waterhouse Institutional Services<\/a>\n\n\n\nTD Wealth<\/a>\n\n\n\nUBS Bank Canada<\/a>\n\n\n\nUnitrax CIBC<\/a>\n\n\n\nUniveris<\/a>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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\n<\/span>\n\n\n\nUSA<\/span>\n\n\n\n<\/rect><\/polyline><\/svg><\/span><\/rect><\/polyline><\/svg><\/span><\/span>\n<\/div>\n\n\n\n
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\nAllbridge<\/a>\n\n\n\nAlphadesk<\/a>\n\n\n\nAmeritrade<\/a>\n\n\n\nApex Custody<\/a>\n\n\n\nAxos Advisor Services<\/a>\n\n\n\nBloomberg<\/a>\n\n\n\nBMO Harris Bank<\/a>\n\n\n\nBNY<\/a>\n\n\n\nBroadridge Financial Solutions<\/a>\n\n\n\nCambridge Investment Research<\/a>\n\n\n\nCIBC BNY Mellon<\/a>\n\n\n\nCiti Private Bank \/ Custody Services<\/a>\n\n\n\nData Access Ziplink (DAZL)<\/a>\n\n\n\nDST Systems<\/a>\n\n\n\nE*Trade<\/a>\n\n\n\nEaglebrooke<\/a>\n\n\n\nExeter Trust Company<\/a>\n\n\n\nFeeX Inc. \/ Pontera<\/a>\n\n\n\nFidelity Institutional Custody Services<\/a>\n\n\n\nFidelity Wealth Central<\/a>\n\n\n\nFirst Clearing LLC<\/a>\n\n\n\nFolio Institutional<\/a>\n\n\n\nGemini Trust Company<\/a>\n\n\n\nGlobal Plus System<\/a>\n\n\n\nGoldman Sachs<\/a>\n\n\n\nGreat American Insurance Group<\/a>\n\n\n\nHilltop<\/a>\n\n\n\nInteractive Brokers USA<\/a>\n\n\n\nJefferson Financial<\/a>\n\n\n\nJP Morgan Securities<\/a>\n\n\n\nLincoln Financial<\/a>\n\n\n\nMerrill Lynch Wealth Management<\/a>\n\n\n\nMillennium Trust Company<\/a>\n\n\n\nMorgan Stanley Private Wealth Management<\/a>\n\n\n\nMorningStar<\/a>\n\n\n\nMSS Download System<\/a>\n\n\n\nMulti Currency<\/a>\n\n\n\nNational Advisors Trust Company<\/a>\n\n\n\nNational Financial Services LLC<\/a>\n\n\n\nNationwide Advisory Solutions<\/a>\n\n\n\nNikko Funds<\/a>\n\n\n\nOnline Payment Services<\/a>\n\n\n\nOrion<\/a>\n\n\n\nPenson Financial Services USA<\/a>\n\n\n\nPERSHING Custody Services<\/a>\n\n\n\nRaymond James Financial<\/a>\n\n\n\nRaymond James Ltd.<\/a>\n\n\n\nRobert Wilson Baird<\/a>\n\n\n\nRoyal Bank US<\/a>\n\n\n\nSchwab Broker Dealer<\/a>\n\n\n\nSecurity Benefit<\/a>\n\n\n\nSEIC<\/a>\n\n\n\nState Street<\/a>\n\n\n\nTax Exempt Fidelity<\/a>\n\n\n\nTD Ameritrade<\/a>\n\n\n\nTestford Bank<\/a>\n\n\n\nTIAA<\/a>\n\n\n\nTIAA CREF Financial Services<\/a>\n\n\n\nTrade PMR Wells Fargo<\/a>\n\n\n\nTrust Company of America<\/a>\n\n\n\nUBS Emerge<\/a>\n\n\n\nUBS USA<\/a>\n\n\n\nUBS Vestmark Manager<\/a>\n\n\n\nUS Bank<\/a>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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\n<\/span>\n\n\n\nInternational<\/span>\n\n\n\n<\/rect><\/polyline><\/svg><\/span><\/rect><\/polyline><\/svg><\/span><\/span>\n<\/div>\n\n\n\n
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\nBermuda Commercial Bank<\/a>\n\n\n\nCIBC Cayman Intl<\/a>\n\n\n\nDeutsch Bank<\/a>\n\n\n\nDS Data<\/a>\n\n\n\nRoyal Bank Channel Islands<\/a>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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AdvisorOne applications v\u00e9rifi\u00e9es<\/h2>\n\n\n\n

Nous allons au-del\u00e0 des int\u00e9grations directes en s\u00e9lectionnant et en validant minutieusement les meilleures applications disponibles sur Microsoft AppSource. Chaque application v\u00e9rifi\u00e9e r\u00e9pond \u00e0 nos normes en mati\u00e8re de s\u00e9curit\u00e9, de fiabilit\u00e9 et de pertinence pour les conseillers \u2014 ce qui vous permet de rationaliser vos op\u00e9rations et de consacrer plus de temps \u00e0 vos clients.<\/p>\n\n\n\n

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\nVoir un d\u00e9mo<\/a>\n\n\n\nParlez \u00e0 un expert<\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Track365<\/h3>\n\n\n\n

Extensions pour les flux de travail li\u00e9s aux portefeuilles et aux conseillers pour Dynamics<\/p>\n<\/div>\n\n\n\n

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Continuum<\/h3>\n\n\n\n

Outils de gestion des donn\u00e9es et de production de rapports en gestion de patrimoine<\/p>\n<\/div>\n\n\n\n

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Ring Central<\/h3>\n\n\n\n

Appels et messagerie en ligne<\/p>\n<\/div>\n\n\n\n

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Docusign<\/h3>\n\n\n\n

Signatures num\u00e9riques s\u00e9curis\u00e9es<\/p>\n<\/div>\n\n\n\n

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Teams<\/h3>\n\n\n\n

Services vocaux et de collaboration int\u00e9gr\u00e9s<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Pr\u00eat \u00e0 commencer?<\/span><\/h2>\n\n\n\n

D\u00e9couvrez comment AdvisorOne peut simplifier vos processus, relier vos donn\u00e9es et vous aider \u00e0 faire cro\u00eetre votre cabinet en toute confiance.<\/p>\n\n\n\n

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\nVoir un d\u00e9mo<\/a>\n\n\n\nParlez \u00e0 un expert<\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Int\u00e9grations AdvisorOne s\u2019int\u00e8gre facilement aux outils que vous utilisez d\u00e9j\u00e0, r\u00e9unissant ainsi votre GRC, votre gestion de portefeuille et vos syst\u00e8mes de donn\u00e9es au sein d\u2019une exp\u00e9rience unifi\u00e9e. Finis les silos et le travail redondant : place \u00e0 un flux de travail rationalis\u00e9 et interconnect\u00e9. Con\u00e7u pour s\u2019int\u00e9grer \u00e0 votre infrastructure technologique existante AdvisorOne s\u2019int\u00e8gre … Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-939","page","type-page","status-publish"],"yoast_head":"\nInt\u00e9grations - AdvisorOne<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisorone.net\/fr\/nos-integrations\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Int\u00e9grations - AdvisorOne\" \/>\n<meta property=\"og:description\" content=\"Int\u00e9grations AdvisorOne s\u2019int\u00e8gre facilement aux outils que vous utilisez d\u00e9j\u00e0, r\u00e9unissant ainsi votre GRC, votre gestion de portefeuille et vos syst\u00e8mes de donn\u00e9es au sein d\u2019une exp\u00e9rience unifi\u00e9e. Finis les silos et le travail redondant : place \u00e0 un flux de travail rationalis\u00e9 et interconnect\u00e9. Con\u00e7u pour s\u2019int\u00e9grer \u00e0 votre infrastructure technologique existante AdvisorOne s\u2019int\u00e8gre ... 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