AI assistant · Ask questions, draft emails or summarize clients inside the CRM
✓ Yes · from their website (source) Meeting notetaker · Records, transcribes or summarizes client meetings
✓ Yes · from their website (source) Workflow automation · Build multi-step workflows that run on their own
✓ Yes · from their website (source) Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
✓ Yes · from their website (source) Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
Not known yet
Digital onboarding · New-client intake and account-opening workflows
✓ Yes · from their website (source) Households · Group clients into households and relationships
Not known yet
Email marketing · Newsletters, drip campaigns or bulk email
✓ Yes · from their website (source) Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
✓ Yes · from their website (source) Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
Not known yet
