Integration Partners
43+ proven integrations for Salesforce and HubSpot
Addepar
Portfolio Management
Advanced portfolio aggregation and reporting for family offices and institutional investors.
Adobe Sign
Document Management
Adobe e-signature solution for document workflows and compliance requirements.
Alloy
Identity Verification
Identity verification and onboarding automation for fintechs and banks.
Authorize.net
Payment Processing
Payment gateway for credit card and ACH processing.
Black Diamond
Portfolio Management
SS&C Black Diamond portfolio management and reporting platform integration for RIAs.
Charles Schwab
Custodian
Custodian data feed for account positions, transactions, and client statements.
ComplySci
Compliance
Employee compliance management for trading, conflicts of interest, and disclosures.
DocuSign
Document Management
E-signature integration for seamless document signing workflows within CRM processes.
eMoney Advisor
Financial Planning
Financial planning integration providing goal tracking, planning documents, and client portal access within Salesforce FSC.
Fidelity Institutional
Custodian
Fidelity custodian integration for RIAs using their custody platform.
FIS
Core Banking
FIS core banking platform integration for retail and commercial banking.
Fiserv
Core Banking
Fiserv core banking integration for financial institutions.
Global Relay
Compliance
Message archiving and supervision for regulatory compliance.
Google Analytics
Analytics
Web analytics integration for tracking marketing campaign performance.
Jack Henry
Core Banking
Core banking system integration for community banks and credit unions.
Laserfiche
Document Management
Enterprise content management system for secure document storage and retrieval.
Marketo
Marketing Automation
Adobe Marketo marketing automation platform integration.
Microsoft Teams
Communication
Microsoft Teams integration for notifications and collaboration workflows.
MoneyGuidePro
Financial Planning
Goal-based financial planning software integration for tracking client financial goals and plan progress.
Morningstar
Investment Research
Investment research and performance data integration for enhanced portfolio analysis and reporting.
MuleSoft
Integration Platform
Enterprise integration platform for connecting multiple systems via APIs.
nCino
Commercial Lending
Cloud-based commercial lending platform built on Salesforce.
NetSuite
ERP
Oracle NetSuite ERP integration for enterprise resource planning.
Orion Advisor Solutions
Portfolio Management
Real-time portfolio data synchronization for wealth management firms, enabling advisors to view client holdings, performance, and billing directly in Salesforce.
Pardot
Marketing Automation
Salesforce B2B marketing automation platform.
PayPal
Payment Processing
PayPal payment integration for invoicing and transaction management.
Pershing
Custodian
BNY Mellon Pershing custodian data integration for broker-dealers and RIAs.
Plaid
Fintech
Bank account verification and aggregation for fintech applications.
QuickBooks
Accounting
Accounting software integration for invoice and payment synchronization.
RingCentral
Communication
Cloud phone system integration with call logging and SMS capabilities.
Riskalyze
Risk Assessment
Risk tolerance assessment and portfolio alignment tool integrated into client onboarding and review workflows.
Segment
Customer Data
Customer data platform for unified analytics and tracking.
SharePoint
Document Management
Microsoft SharePoint integration for document collaboration and storage.
Slack
Communication
Team messaging integration for real-time notifications and collaboration.
Smarsh
Compliance
Communication archiving and compliance surveillance for financial services.
Snowflake
Data Warehouse
Cloud data warehouse integration for advanced analytics and reporting.
Stripe
Payment Processing
Payment processing integration for subscription billing and one-time payments.
Tableau
Business Intelligence
Data visualization and business intelligence platform integration.
Tamarac
Portfolio Management
Envestnet Tamarac portfolio management and rebalancing platform for wealth managers.
Temenos
Core Banking
Modern cloud-native core banking platform for digital banks.
Workato
Integration Platform
No-code/low-code integration platform for automating workflows across applications.
Xero
Accounting
Cloud accounting platform integration for financial data sync.
Zoom
Communication
Video conferencing integration for meeting scheduling and recording management.