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Integrations

How-to guides for Perseptiv's current integration partners (Fi360 and Venrollment)

Start Here: Fi360 Integration Comprehensive Step-by-Step Setup Workflow

Step 1: Upgrading Your Fiduciary Focus Toolkit™ to Support Perseptiv Integration (How To Guide) Step 2: Integrating Perseptiv + Fi360 Fiduciary Focus Toolkit™ (How To Guide) Step 3: One-Time Integ...
Step 1 (Fi360 Integration) - Upgrading Your Fiduciary Focus Toolkit™ to Support Perseptiv Integration (How To Guide)

Integrating Perseptiv and the Fi360 Fiduciary Focus Toolkit™ requires the report automation add-on (if not already activated) within Fi360. If your current Fi360 subscription doesn't include this ...
Step 2 (Fi360 Integration) - Integrating Perseptiv + Fi360 Fiduciary Focus Toolkit™ (How To Guide)

1. In Perseptiv, go to "Admin" on the left hand menu and click the "Fi360 Webhook" option. 2. Click the "Add Fi360 Webhook URL" button. Then add an Fi360 Workspace Name (you can choose any d...
Step 3 (Fi360 Integration) - One-Time Integration Setup for Each Plan in Fi360 (How To Guide)

Now that you have the Webhook endpoint setup, you just need to ensure that the clients in the Fi360 Toolkit can match up with the Plans in Perseptiv. Follow the steps below. 1. Within Perseptiv...
Integrating Wealth Assessments into Venrollment

To watch the video, click here: https://loom.com/share/8bd0242729de4d97b4b25795cce271e4 Step-by-Step Instructions 1. Access the Wealth Platform 0:01 Ensure you have licensed access to the Weal...