AdvisorTech

Integrations

Which tools really work together. Integrations listed on the vendors' own websites, and what advisors who use both say: seamless, works with quirks, just SSO, or non-existent.

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Salesforce

48 integrations listed or rated. All tools

Zoe FinancialNot rated yet · listed on their siteWaterlilyNot rated yet · listed on their siteZocksNot rated yet · listed on their siteVanillaNot rated yet · listed on their siteWealth.comNot rated yet · listed on their siteWealthsnapNot rated yet · listed on their siteYextNot rated yet · listed on their siteWealthboxNot rated yet · listed on their siteUpContentNot rated yet · listed on their siteSS&C Black DiamondNot rated yet · listed on their siteSnappy KrakenNot rated yet · listed on their sitePitCrewNot rated yet · listed on their siteRevverNot rated yet · listed on their siteQuinNot rated yet · listed on their siteSS&C AdventNot rated yet · listed on their siteTradePMRNot rated yet · listed on their siteSlackNot rated yet · listed on their siteVantage PointNot rated yet · listed on their siteSideDrawerNot rated yet · listed on their siteRIA WorkSpaceNot rated yet · listed on their sitePlanProNot rated yet · listed on their siteQuivrNot rated yet · listed on their sitePreciseFPNot rated yet · listed on their sitePulse360 (Shutting down Oct 2026)Not rated yet · listed on their siteStratiFiNot rated yet · listed on their siteSkienceNot rated yet · listed on their siteSoftPak Financial SystemsNot rated yet · listed on their siteQwil MessengerNot rated yet · listed on their siteShareFileNot rated yet · listed on their siteFP AlphaNot rated yet · listed on their siteFireflies.aiNot rated yet · listed on their siteGRemindersNot rated yet · listed on their siteOmegaNot rated yet · listed on their siteInvestorcomNot rated yet · listed on their siteLaserficheNot rated yet · listed on their siteInvestipalNot rated yet · listed on their siteJumpNot rated yet · listed on their siteFynancialNot rated yet · listed on their siteOrion Risk IntelligenceNot rated yet · listed on their siteGlobal RelayNot rated yet · listed on their siteMilemarkerNot rated yet · listed on their siteLeadCenter.AINot rated yet · listed on their siteJiffyAINot rated yet · listed on their sitemiliNot rated yet · listed on their sitefpPathfinderNot rated yet · listed on their siteFCI CyberNot rated yet · listed on their siteOnceHubNot rated yet · listed on their siteFinTurkNot rated yet · listed on their site