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Deploy WealthTech integrations in minutes.

Precept gives product teams a pre-built integration hub for custodians, CRMs, portfolio systems, and data providers — without custom engineering.

Book A Demo

Never build another integration again
and stay in full control.

Precept provides immediate access to WealthTech's top and emerging platforms. When new platforms come online they can be added in REAL-TIME! And…. maintenance is simple because updates are handled with just a few clicks.

Pre-Loaded

Pre-Loaded

Top industry integrations are pre-loaded.

Real-Time Growth

Real-Time Growth

New platforms available in real-time.

Visual Validation

Visual Validation

Validate and adjust mappings with visual tools.

PRECEPT CHANGES
EVERYTHING

We have completely reimagined how integrations are made, maintained and even shared. Deploy the industry most loaded and flexible integration hub and start focusing on what makes your product special.

  • • Security that is completely within your control
  • • New integrations added in real-time
  • • Visual tools that solve the most complex data problems in seconds
  • • Integrations and workflows that can be shared
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INTEGRATIONS UNBLOCK GROWTH

The average integration within WealthTech costs north of $25k and takes 4 weeks to deliver. The most valuable integrations usually take much more. And then they need to be maintained... Forever.

  • • 16-25% of your IT budget is being spent on integration build and maintenance
  • • The entire value chain EXPECTS open architecture in REAL-TIME
  • • Delays of even a few weeks to onboard new clients is costly
  • • The number of available platforms has doubled every 5 years

Choose your starting point

Precept works whether you are replacing manual integration work or extending an existing hub.

No integration hub yet? Deploy Precept as your integration hub and launch faster without building custom connections.
Already have an integration hub? Use Precept to expand coverage, reduce backlog, and add new integrations in real time.

FOR PRODUCT LEADERSHIP
BY ENGINEERS

Precept helps product leaders launch and expand integrations without waiting on custom engineering. Your team can validate requirements, understand third-party systems faster, and stay in control as integration demand grows.

  • • Reclaim 25% or more of your and your team time
  • • De-risk planning because you can test the approach in real-time
  • • Understand oddities related to 3rd party systems immediately and without engineering help
  • • Surprise clients with how much you already know about their system before you start work
  • • Visual tooling that moves the mundane tasks to other teams
  • • Real-time observability makes root cause analysis easy

Frequently Asked Questions

Security is our top priority. Our implementation supports best-in-breed authentication for the highest security. The result is the fewest points of failure of any product in the space while putting you in full control of your security.
All of them. We know that sounds impossible, but our integration creation tools mean that if there is an integration we haven't seen, we'll build it in real time. If there is something you need (no matter how obscure) let us know and we'll deliver it live.
Yes. Contact us, and we'll show you how.
We can connect with your core platform directly via your data storage or via a new API connection. Contact us and we'll show you how and make it easy. It's the last integration to your core platform you'll ever need.
Yes. In fact, our flat file process can manage your most critical enterprise functions and turn legacy systems into modern data flows. Contact us, and we'll show you how we've helped some of the largest names in the industry modernise their approach.
We've got you covered with visual tools. A small fraction of data requires human judgement (Think: "Salary" as a range vs set amount). Precept offers visual tools that anyone from Business Analysts or Product Managers can use.
Yes. We can configure Precept however you scale best, including white labelling.
Because of efficiency and scale. Demand for integrations will double in the next 4 years. Outsourced teams are not incentivised to eliminate your need to hire them. Precept eliminates the need for engineering resources to be distracted.
The days are ending for hand-coded integrations. Some folks (like Precept) are embracing this future. We feel like Precept's approach is unique in that it gives you full control, security, and scale across the entire data supply chain.

Contact Sales

Ready to transform your data integration experience? Our team is here to help you get started.

Ready to get started with Precept?

Start Building

Meet with a product specialist to learn how Precept can eliminate your integration backlog.

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