ATS Carson Coaching Bridge for iMIS

Make Your Vision Reality

Coaching for advisors who want to grow on their own terms, serve their clients with integrity and leave a lasting impact.

Key Features

  • SSO between iMIS and Carson Coaching

Use Cases

  • The SSO will require the person to login to iMIS to access Carson Coaching. When they login to iMIS you can further authorized them through the use of an IQA. This will allow you to determine which authenticated users get to connect to Carson Coaching and which authenticated users cannot. If the person can login to iMIS but is not authorized to connect to Carson Coaching, you can redirect the person to an informational page by providing a URL in the configuration setup.
  • If you have a use case that is not listed or would like additional information, please Contact ATS.

Easy Does It: Integration Made Simple

The ATS methodology for bridges uses the iMIS API's to achieve the results you expect from a world-class integration. We work closely with third-party partners to use their API's in the most efficient manner. We pride ourselves on building integrations that work on many versions of iMIS. This means that when you upgrade iMIS the bridges will continue to work without having to be rewritten.

The results of this methodology include:

  • Compatibility with all versions of iMIS (unless otherwise noted) using the appropriate iMIS API's that work best with your version of iMIS.
  • The flexibility of on-premise or hosted models for the software.
  • Easy set-up and one-time configuration including installation services from ATS.

Learn More About Carson Coaching