Integrations
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Connect Your Favorite Tools
Seamlessly integrate with the tools you already use
Financial Planning
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
CRM
Salesforce is a CRM software that allows brokers, producers, advisors, bankers, and service representatives to proactively connect with customers.
CRM
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.
Document Management
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.
Forms Automation
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.
CRM
Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.
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