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.
Meeting Notes
GReminders is an AI scheduling and meeting automation platform for financial advisors that records meetings and produces AI-generated summaries and notes.
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