Integrations
Works with the tools your firm already runs on.
40+ integrations across custodians, portfolio reporting, email, phone and more.
Phone & SMS
9 integrations
Phone & SMS
RingCentral
Business phone with SMS, calling and call recording, synced to each record's Phone tab.
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Phone & SMS
Dialpad
SMS, calls and call recordings from Dialpad, synced to clients, prospects and contacts.
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Phone & SMS
Zoom Phone
Zoom's business phone system. Texts and calls sync to the Phone tab on each record.
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Phone & SMS
GoTo Connect
SMS, calls, voicemail, recordings and transcripts from GoTo Connect.
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Phone & SMS
MyRepChat
Texting, click-to-call, call history and recordings from MyRepChat.
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Phone & SMS
CurrentClient
Advisor-focused compliant texting and calling, with 10DLC registration handled for you.
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Intermedia Elevate
Calls, recordings, voicemail and SMS history from Elevate, connected per advisor.
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Phone & SMS
Intulse
Call history for selected extensions and shared SMS numbers from Intulse.
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Phone & SMS
Vonage Business
Call history and recordings for selected Vonage Business Communications extensions.
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