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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 https://api.bossinsights.com


Is the platform down? When is scheduled maintenance?

You can monitor our historical availability as well as be notified about upcoming maintenance at https://status.bossinsights.com/


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

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

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