Integrations

Combines Jump's AI meeting intelligence with Asset-Map's visual household framework, helping advisors reclaim hours of administrative time while ensuring their planning conversations.

MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients’ lives.

Morningstar Advisor Workstation integration creates a seamless experience with real-time sharing of client data and visual reports to enhance advisor efficiency.

Nitrogen enables financial advisors to pinpoint an investor's Risk Number and build a portfolio that contains just the right amount of risk.

Built by advisors, for advisors, Orion's portfolio management software gets advisors back to the business of serving their clients.

Built by advisors, for advisors, Orion's portfolio management software gets advisors back to the business of serving their clients.

The integration with PreciseFP allows you to import and export client/prospect data. You can integrate contact and household information, insurance, assets, liabilities and we export cash flow information.

Redtail CRM is a web-based customer relationship management software that is designed exclusively for financial professionals.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.