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Introducing Truelytics' Integration Platform

Eli Gassert
Jan 21, 2021

I tried to come up with something witty for the title of this blog post. But this feature is too important to be vague. Put simply: you can now integrate the entire Truelytics experience, including Single Sign On for your users, into any third-party platform.

We've been working hard over the past few months to bring you a new and exciting way to consume the Truelytics experience: in your existing back-office applications!

We try to make Truelytics a truly unique and value-adding experience; an experience that makes you want to bookmark and open it often. But we need to be realistic about the state of things. You're probably already being asked to sign in to 10 other services on a near daily basis to do your day-to-day work. Although we hope to be in that top-ten list of yours, if we're not, we don't want to force you to make us your 11th.

That's why we've put together an extremely simple third-party integration platform so that your existing vendors can integrate any or all of the Truelytics experience directly into their platforms. We're adding a library of widgets that can be integrated as small parts of our features into your platform, or you can simply integrate and embed the entire Truelytics experience -- the choice is yours.

What's that mean? Check out this short video where I showcase an example Wordpress site with deep integration into the Truelytics platform.

 

Heads up!

If you were watching the video closely, you may have noticed that our product looks a little different than it did before. We've gone and tweaked the header and side navigation a bit.

Here's how it used to look:

And here's how it looks now:

  1. To add clarity around our navigation by making it easier and more obvious to navigate between modules.
  2. To make the integration experience more seamless. The old header and site navigation didn't play as nicely when integrated into a third-party platform.
  3. To hint at some big changes yet to come in the overall architecture of our platform. Stay tuned!

Conclusion

If you've got a platform that your advisors already log in to daily and want to integrate with Truelytics, please get in touch with us! Having put together the sample Wordpress integration as shown above, we can assure you that the integration will take one of your dev resources a day or two, tops, to build this out, and we'd be happy to help make that job as painless as possible.

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