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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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Most talked about

MethodPlan ↔ SalesforceSeamless · 1 noteZoom ↔ BLOXFOLIOSeamless · 1 noteBLOXFOLIO ↔ ZapierSeamless · 1 noteBLOXFOLIO ↔ Microsoft 365Seamless · 1 noteGoogle Workspace ↔ BLOXFOLIOSeamless · 1 noteWealthbox ↔ BLOXFOLIOSeamless · 1 noteRightCapital (Right Capital) ↔ LPL Financial (ClientWorks)Seamless · 1 note · listed on their siteZocks ↔ ZoomSeamless · 1 note · listed on their siteOrion ↔ Charles SchwabWorks · 1 note

Integrations listed by the vendors

Tools by how many integrations with other tools on Advicer are listed on their (or their partners') websites.

Redtail86 integrationsWealthbox74 integrationsSS&C Black Diamond64 integrationsSS&C Advent53 integrationsTradePMR49 integrationsSalesforce48 integrationsRightCapital (Right Capital)37 integrationsZocks33 integrationsPreciseFP31 integrationsOrion27 integrationsVantage Point25 integrationsSmartOffice (Ebix)22 integrationsStratiFi22 integrationsMorningstar21 integrationsPanoramix21 integrationsQuivr21 integrationsCharles Schwab20 integrationsBox19 integrationsJump19 integrationsGReminders18 integrationsmili18 integrationsZoom18 integrationsPontera17 integrationsChatGPT16 integrationsInteractive Brokers16 integrationsNitrogen16 integrationsQuin16 integrationsWealth.com16 integrationseMoney15 integrationsHubSpot15 integrationsAddepar14 integrationsHolistiplan14 integrationsRIA WorkSpace14 integrationsVestwell14 integrationsXY Planning Network (XYPN)14 integrationsBNY13 integrationsFMG (FMG Suite)13 integrationsJiffyAI13 integrationsSlack13 integrationsSMArtX Advisory Solutions13 integrations