To start, connect both your adviserlogic and trestle accounts to viaSocket. Once connected, you can set up a workflow where an event in adviserlogic triggers actions in trestle (or vice versa).

Absolutely. You can customize how adviserlogic data is recorded in trestle. This includes choosing which data fields go into which fields of trestle, setting up custom formats, and filtering out unwanted information.

The data sync between adviserlogic and trestle typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.