Enterprise
Enterprise integrations without a rip-and-replace project
Connect secondri to OMS, CRM, data warehouses, and identity providers using REST APIs, webhooks, CSV exports, and SSO.
Overview
Secondary desks already run on a stack
Large organizations cannot abandon OMS, risk systems, or directories overnight. They need a secondary platform that syncs outward and respects enterprise identity and retention policies.
Overview
API-first with enterprise controls
secondri ships interactive OpenAPI documentation, webhook delivery logs with test ping, OIDC SSO configuration, and document retention policies. Integrations module covers outbound events for deal and ops workflows.
- REST API with OpenAPI reference at /api
- Outbound webhooks with delivery logs
- OIDC SSO for enterprise auth
- DocuSign webhook support and retention policies
Capabilities
SSO / OIDC
Directory-aligned login for enterprise rollouts.
Webhooks
Push deal and ops events to downstream systems.
REST API
Programmatic access for OMS and data warehouse sync.
CSV exports
Pragmatic bridge while API projects mature.
DocuSign
Webhook integration for signature workflows.
Retention policies
Automated document lifecycle management.
Integration path
- 01
Export
Start with CSV blotter and regulatory packs.
- 02
Webhook
Subscribe ops systems to deal state changes.
- 03
API
Bi-directional sync with OMS or CRM.
- 04
SSO
Roll out org-wide with directory policies.
For IT and operations leaders
Meet teams where they are, then deepen integration as secondary volume grows.
Platform overviewCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is Enterprise integrations included in every secondri deployment?
- Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
- How long does implementation take?
- Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
- Can we integrate with our existing OMS or CRM?
- Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
- Is secondri multi-tenant cloud SaaS?
- secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.
See secondri in action
Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.