OAuth in. Tokens in env vars.
No data migration.
Every integration is OAuth-authenticated. Tokens are encrypted with AES-256-GCM at the application layer: the encryption key sits in a Vercel environment variable, not in the database. Sync is nightly by default; on-demand pull available per integration.
Built for the systems IFA firms actually use.
Three live, two on the roadmap, one fallback for firms whose CRM isn't connected yet.
The dominant CRM for UK IFA firms. Amaea reads your client data, review history, and document records from Intelliflo automatically. No manual uploads, no double-entry. Changes in Intelliflo sync to Amaea daily.
- Reads
- Client records · review history · document status · adviser ownership
- Sync
- Daily automatic, on-demand pull available
- Auth
- OAuth 2.0 · AES-256-GCM token
- Plans
- All tiers
Most IFA firms store suitability letters, fact finds, and client correspondence in SharePoint. Amaea reads these documents directly, classifies them by client and document type, and updates compliance records without anyone moving a file.
- Reads
- Suitability letters · fact finds · SOAs · correspondence
- Classifies
- Document type + client matching (name + reference)
- Migration
- None. Files stay where they are.
- Plans
- Professional · Scale
For firms that use Salesforce as their primary CRM. Amaea connects to your Salesforce instance to read client records, review schedules, and task notes, keeping compliance data in sync without duplicating your workflow.
- Reads
- Accounts · client records · review + task history
- Writes
- Compliance flags (bi-directional)
- Custom
- Field mapping per firm
- Plans
- Professional · Scale
Not yet connected to a CRM? Drop your existing documents directly into Amaea. The AI reads each file, identifies the client, classifies the document type, and files it against the right record. No manual data entry.
- Accepts
- PDF · JPG · PNG · DOCX
- Classifies
- Document type + client match (AI)
- Use case
- Bridge while a CRM integration is being set up
- Plans
- All tiers
Risk profiling and cashflow planning data from Dynamic Planner synced to Amaea, keeping suitability records current without duplicating assessments.
When a client signs a document via DocuSign, Amaea updates the compliance record automatically. No manual confirmation, no document chasing.
Don't see your system?
If your platform exposes documents over OAuth or REST, we can integrate it. Tell us what you use and we'll tell you whether it's a week's work or three. Usually before the call ends.
Get in touch