Connections
Integrations
Connect the tools your team uses across the client workflow.
10 tools
Financial Planning
Elements
Elements brings client information, financial planning, documents and reporting together.
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CRM
Salesforce
Salesforce helps financial services teams manage client relationships and coordinate their work.
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CRM
Wealthbox
Wealthbox helps financial advisors manage client relationships and collaborate with their team.
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Document Management
SideDrawer
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.
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Forms Automation
PreciseFP
PreciseFP collects, stores and securely shares client information through digital forms and onboarding workflows.
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CRM
Redtail Technology
Redtail is a web-based CRM for financial advisors that connects with other advisory tools.
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Meeting Notes
GReminders
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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Meeting notes
Vega Minds
Bring notes from the Vega Minds notetaker into Investipal for client context, personalized proposals, and meeting preparation.
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Custodians
Schwab
Bring Schwab account data into the household view by linking custodian accounts to existing households in Investipal.
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Custodians
Altruist
Link Altruist custodian accounts to existing households and bring account data into your Investipal workflow.
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