Integrations

Maximize Efficiency with Seamless System Integrations

Red Oak offers powerful integrations designed to connect our modules with the tools and platforms your firm relies on. Whether it’s content creation, reporting, or compliance systems, our APIs enable your team to streamline workflows, reduce manual effort, and boost productivity.
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APIs and Integrations from Red Oak

Submission API

Seamlessly interact with Red Oak submissions for a connected, efficient workflow.

  • Connect content creation systems
  • Automate publishing and retiring materials in your DAM
  • Feed data into enterprise reporting tools like PowerBI and Tableau

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User Management API

Simplify user access management for better organizational efficiency.

  • Activate or deactivate users
  • Create group memberships
  • Adjust visibility profiles

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FINRA AREF Integration

Reduce compliance bottlenecks and save up to 30 minutes when filing with FINRA.

  • AFile with FINRA
  • Retrieve and store comment letters
  • Build a verifiable audit trail

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Disclosure API

Provide real-time access to the latest approved disclosures across systems.

  • Retrieve disclosures and metadata
  • Enable seamless use during content creation

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Embedded Annotations API

Streamline reviewer feedback with embedded annotations in tools like Seismic.

  • Simplify collaboration in your content creation tool
  • Enhance efficiency with annotations embedded directly in PDFs

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Enhanced Review and Submission API

FINRA API

Streamline U4/U5 filings with FINRA for a cohesive compliance solution.

  • Submit FINRA filings
  • Retrieve registration data

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Discover how the Red Oak Platform can create a seamless, streamlined experience.

Empower your team with Red Oak’s integrations to unify workflows, reduce inefficiencies, and enhance productivity across your organization.
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