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Your time is extremely valuable

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

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ZynCal

DocuSign

FP Alpha

Pulse360

Zapier

Docupace

eMoney

Redtail

MoneyGuidePro

Salesforce

Salesforce Financial Services Cloud

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Practifi

XLR8

SmartOffice

Wealthbox

AdvicePay

AdvisorEngine

EZ College Planning

Blueleaf

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Asset-Map

TD Ameritrade Institutional

Charles Schwab

Shareholders Service Group

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