// INTEGRATIONS
Levanta works with the systems you already run.
Levanta does not replace your portfolio, custodial, or CRM systems. It sits on top of them and gives all levels in the firm one consistent picture of organic growth.
Sources
LIVE TODAYPortfolio & reporting
OrionLIVE TODAY
TamaracROADMAP
Black DiamondROADMAP
AddeparROADMAP
Custodians
SchwabROADMAP
FidelityROADMAP
PershingROADMAP
CRM
SalesforceLIVE TODAY
For pipeline and relationship context.
LIVE TODAY: ORION, SALESFORCE. ALL OTHERS ARE ON THE SOURCE-AGNOSTIC ROADMAP.
Outputs
Levanta is built to fit how your teams already consume data. Views are available in the platform, and data can be exported for teams that prefer their own tools, including spreadsheet and BI platforms.
You add a layer. You do not rip anything out.
You do not have to leave your systems to get one clear view of organic growth.