Partners

Partner Integrations

We partner with leading technology companies to make sure that you can manage your website with ease. If you use one of these technologies on the integrations list, you have the option to integrate them into your website. Check out this list to see who we work with and ask how our integrations work.

Who we integrate with

  • Redtail CRM
    Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.
  • Riskalyze
    Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Their core technology is built on the academic framework that won the Nobel Prize for Economics in 2002. Their customers used that technology to build more than $2 billion in portfolios in 2012.
  • MarketingPro
    Created exclusively for Financial Professionals, MarketingPro is an extensive online library containing thousands of high-impact, professionally pre-written marketing messages that integrates with compliance for the pre-review of content, giving you the ability to search and use the pieces you want immediately. New content is added every week, including weekly economic updates and financial articles, client letters, multi-piece campaigns, invitations and even 140-character social media posts.
  • Hootsuite
    Hootesuite is a social media management system for companies. It supports the management of social networks such as Twitter, Facebook, LinkedIn, Google+, Foursquare, MySpace, WordPress, TrendSpottr and Mixi. Additionally, Hootsuite can also integrate with Instagram, MailChimp, Reddit, Storify, Tumblr, Vimeo and YouTube. With Hootsuite’s Social Media Management solution, you can focus your efforts when managing a project, working with clients, or scaling your organization globally.
  • Vestorly
    Vestorly is a data-driven marketing platform for financial advisors. With Vestorly you can automatically curate personalized news and content libraries for unlimited individuals and groups, while accessing business-building data on their online interaction with your firm. Once content experiences are created, you can embed them anywhere to automatically refresh based on your preferences, including websites, emails, and social media. Vestorly Standard is free. Advanced customization and data reporting is available upon request.
  • Citrix ShareFile
    Citrix ShareFile allows you to create a custom-branded, password-protected space where you can exchange sensitive files with clients easily and securely. Provide a secure vault for your clients to access quarterly reporting or securely email sensitive documents directly with them, all while maintaining your compliance. You and your clients will have the freedom and flexibility to access your files, anywhere, anytime, and from any device. SEC Registered? ShareFile for financial offers accounts that help you meet your FINRA archiving requirements.
  • Salesforce
    Salesforce.com is the enterprise cloud computing leader. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.
  • WealthPrep
    WealthPrep is an online personal finance resource aimed at helping the average Canadian with their finances through tools, guides, and an interactive forum. Interact with people looking for financial advice, and gain targeted leads.

Certified Partners