CRM Platforms
Salesforce
Sync your client and prospect data to power financial insights
Microsoft Dynamics
Connect CRM data to streamline client engagement
Redtail
Import client records to enhance financial planning
Communication
Outlook
Send and track client emails from your Outlook account
Microsoft Teams
Record and synthesize all your team meetings
Zoom
Record and synthesize all your client meetings
Slack
Get client updates and alerts directly in your Slack channels
Core Platforms
BNY Pershing
Sync custodial data to power accurate client portfolio insights
Charles Schwab
Connect Schwab accounts to track assets and performance
Fidelity
Import custodial data to streamline financial reporting and analysis
Envestnet
Build financial planning workflows with Envestnet data
Orion
Sync performance data from Orion to enrich client dashboards
eMoney
Pull financial plans from eMoney to personalize client engagement
Data Aggregators
Plaid
Link financial accounts for real-time insights into client assets
April
Sync tax insights from April to inform financial recommendations