Integrations

Float works where your teams already work

Your desk runs on chat, email, calendars, and shared drives. Float connects to them, so Sterling and your teams work from the same conversations and documents.

Communication

Conversations stay where they happen today, and Sterling captures what matters from them.

Microsoft Teams

Float chat connects to Teams, so commentary on a trade reaches colleagues where they already work.

Symphony

Float chat connects to Symphony, so commentary on a trade reaches counterparties where they already work.

Slack

Float sends updates, issues, and approvals to Slack, so internal teams can act on them without switching tools.

Outlook Mail

Sterling reads recaps and handles email from your inbox, and relationship data stays in sync.

Meetings and documents

Every meeting and document behind a relationship, connected to the clients and trades they relate to.

Outlook Calendar

Meetings sync into Float, so every contact's meeting history stays current.

Granola

Meeting notes flow into Float, linked to the client and the trading activity behind them.

Google Drive

Bring documents into Float to search for clauses and ask questions of them.

OneDrive

Bring OneDrive documents into Float to classify, search, and share them with clients.

Data exchange

Send data and files to the systems that need them, with encryption managed throughout.

Amazon S3

Share trades, documents, and data to Amazon S3, ready for your downstream systems.

SFTP

Send and receive files over SFTP, for the systems that still work on file drops.

AWS KMS

Each client's documents can be encrypted under a dedicated key.

See details about AWS KMS

Build your own

Connect any other system to Float, from your booking platform to your own agents.

REST

Read and write trades, documents, and workflows, with consistent data models across asset classes.

See details about REST

FIX

Send and receive trades over FIX, on the same data model as the rest of Float.

See details about FIX

MCP

Give the agents your firm builds access to Float data and workflows.

See details about MCP

Open and connected

Designed to connect to the systems your teams already run.