Integrations
Bedrock connects to the platforms your firm already uses. Advice is captured automatically — no manual uploads, no workflow changes.
How integrations work
When advice is created in a connected platform, Bedrock automatically captures the document, records it in the immutable ledger, and routes it for review. Certificates are written back to the originating system.
Connect
Authenticate your platform with Bedrock via API key or OAuth.
Capture
Advice documents are automatically sent to Bedrock when created.
Certify
Reviewed certificates are attached back to your client records.
Back Office & CRM
Automatically record advice from the UK's most popular back office platform.
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CRM
Connect your Salesforce workflow to Bedrock's compliance ledger.
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Document Management
Record signed advice documents the moment they are completed.
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Coming soonDocument Management
Capture signed documents from Adobe Acrobat Sign automatically.
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Coming soonBack Office & Planning
Capture advice from XPLAN and record it in the compliance ledger.
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Coming soonRisk & Suitability
Capture risk profiles and suitability assessments automatically.
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Bedrock provides a REST API that works with any system. We're also building new integrations based on demand.