3rd party solutions

Morningstar is one of the largest independent providers of investment research and fund data. We have integrated three capabilities:

• Datasets — the rich datasets for financial instruments — Morningstar Funds, Morningstar ETFs, Morningstar Index, and Morningstar Categories.
• X-Ray — portfolio drill-down: asset allocation, investment style, geography, sector exposure, and the underlying holdings across the funds in a portfolio.
• MCP server — connect the Morningstar MCP server to our agents.

Idura — formerly Criipto — is a Copenhagen-based identity provider that covers the Nordic electronic IDs from a single integration: Danish MitID, Norwegian BankID, Swedish BankID, the Finnish Trust Network, Freja eID, and Vipps MobilePay.

In the platform it does two jobs: national ID verification of clients on public pages, and eID-based digital signing of the documents a flow produces. Signatures follow the PAdES-LTA standard and eIDAS.

Trapets is a Nordic anti-financial-crime vendor. Its screening identifies individuals and entities linked to sanctions, PEPs, relatives and close associates, beneficial owners, and adverse media, and it maintains its own Nordic PEP dataset alongside global watchlists.

As a trusted, high-quality vendor for PEP and sanctions screening, Trapets lets you perform live lookups on your clients as a flow runs. Compliance roles can additionally perform regular batch lookups to confirm the client base is under control.

ENIN is a Nordic business-data provider, covering company records, financial history, ownership structures, and events from the Brønnøysund Register Centre and other public sources.

It is smoothly integrated into our agents, allowing them to prospect clients and find information about company clients.

Sumsub is an identity-verification platform covering document checks across a wide range of ID types and countries, biometric matching, and liveness detection.

As a trusted partner for ID verification, you can use Sumsub to validate a client's identity and perform liveness tests in the application.

Whereby is a European video platform, built to be embedded in other applications, with recording and transcription built in.

Hybrid meeting arenas are here to stay. If you are tired of using a separate web meeting application and having transcripts dumped somewhere your agents cannot reach, hosting the meeting through the built-in Whereby integration keeps the transcript in the platform — where it becomes context the agents can use.