For the past few months, the Investia IT team has been working on something very exciting! We have developed a brand-new application protocol interface (API) that connects to your CRM (Salesforce, Power BI or Equisoft).  

Investia’s open API will seamlessly integrate with your CRM application, utilizing built-in logic using a secure authentication method, which will flow Univeris data related to your Representative code(s) directly into your CRM application.

For more information, we invite you to read the Investia’s Open Application Protocol Interface (API) – FAQ.

Should you have any questions, please do not hesitate to contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548, or by using the chatbot feature on the Advisor Centre.