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Data Platform

Boss Insights For Financial Institutions


New to Boss Insights?

To get started follow these key guides to understand how the platform works:

  1. Managing your portfolio

  2. Inviting a company

  3. Sharing data

🔥 Your corporate firewall is blocking our systems? Check our list of systems page.

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Portal Documentation

Administration Documentation

Developer looking to access the API?

Integrate the data platform seamlessly with your existing systems. Our API documentation can be viewed at

Is the platform down? When is scheduled maintenance?

You can monitor our historical availability as well as be notified about upcoming maintenance at

Which apps can be integrated? Do you integrate with X?

A full list is available at: , we encourage you to suggest new apps for us to integrate over on the Help Center.

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