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.
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
Supports: Advertising Review, Disclosure Management, Registration Management
User Management API
Simplify user access management for better organizational efficiency.
- Activate or deactivate users
- Create group memberships
- Adjust visibility profiles
Supports: Advertising Review
FINRA AREF Integration
Reduce compliance bottlenecks and save up to 30 minutes when filing with FINRA.
- File with FINRA
- Retrieve and store comment letters
- Build a verifiable audit trail
Supports: Advertising Review
Disclosure API
Provide real-time access to the latest approved disclosures across systems.
- Retrieve disclosures and metadata
- Enable seamless use during content creation
Supports: Disclosure Management
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
Supports: Advertising Review
Requirements: Enhanced Review and Submission API
FINRA API
Streamline U4/U5 filings with FINRA for a cohesive compliance solution.
- Submit FINRA filings
- Retrieve registration data
Supports: Registration Management
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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