That’s why we invest heavily in integrations that allow you to easily share data with your other applications.
Google Drive
Dropbox
Box.com
Citrix Sharefile
One Drive
Acuity Scheduling
Calendly
Schedule Once
ZynCal
DocuSign
FP Alpha
Pulse360
Zapier
Docupace
eMoney
Redtail
MoneyGuidePro
Salesforce
Salesforce Financial Services Cloud
Practifi
XLR8
SmartOffice
Wealthbox
AdvicePay
AdvisorEngine
EZ College Planning
Blueleaf
Asset-Map
TD Ameritrade Institutional
Charles Schwab
Shareholders Service Group