Our Sources + Integrations
Trustable Data Feeds & Seamless Integrations.
Laylah consolidates scattered client data from multiple accounts into one cohesive interface and brings your favorite tools together. Say goodbye to fragmentation and hello to efficiency.
Data Feeds
Data feeds serve as the foundational element for making efficient and well-informed decision within your firm.
- Assumption Life
Sync insurances from the Assumption Life Platform.
- Available
- Empire Life
Sync insurances from the Empire Life Platform.
- Available
- RBC
Sync insurances from the RBC Platform.
- Available
- Manulife
Sync insurances from the Manulife Platform.
- Available
- Viefund
Sync investments & documents from the Viefund Platform.
- Available
- Canada Life
Sync insurances from the Canada Life Platform.
- Beta
- Beneva / SSQ
Sync insurances from the Beneva / SSQ Platform.
- Beta
- Univeris
Sync investments from an Univeris compatible platform
- Beta
- Sun Life
Sync insurances from the Sun Life Platform.
- Planned
Integrations
Data integrations between systems serve as the cornerstone for streamlining work for today's advisors, providing them with the freedom to choose their systems and streamline their workflows.
Sync contacts, emails & calendar events from Google.
- Beta
- Office / Microsoft 365
Sync contacts, emails & calendar events from Office / Microsoft 365.
- Beta
- DocuSign
Send documents / envelopes for signature with DocuSign. Track the process in Laylah.
- Planned
- OneSpan
Send documents / envelopes for signature with OneSpan.
- Planned
- Onnisend
Sync your contact list & segmentation with Onnisend for your mailing campaigns.
- Planned
- Mailchimp
Sync your contact list & segmentation with Mailchimp for your mailing campaigns.
- Planned
- Twilio
Integrate Twilio for SMS & phone calls synced with Laylah.
- Planned
We want Laylah to work for you.
Laylah’s reliable technology adapts to the realities of your firm with features and tools that will evolve to support your growth. So, if a feature or service that you need isn’t here, let us know! Chances are, you’re not alone.