Integrations
Connect your tools, connect your teams. Integration with your team's favorite tools are just a click away.
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Seamlessly connect Investipal with the tools you already use. Our growing library of integrations helps you maintain your existing workflow while adding powerful AI capabilities.
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All Integrations
6 integrations available
Elements
Built by Elements
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
Salesforce
Built by Salesforce
Salesforce is a CRM software that allows brokers, producers, advisors, bankers, and service representatives to proactively connect with customers.
Wealthbox
Built by Wealthbox
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.
SideDrawer
Built by Side Drawer
SideDrawer is a document management and organization solution that helps team members create personal tasks, track users' activities and collaborate on files from within a centralized platform.
PreciseFP
Built by PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.
Redtail Technology
Built by Redtail Technology
Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.
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