Integrations & Partners

Redtail

Build webforms with the Redtail Integration and have the leads automatically entered into your Redtail account.

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Riskalyze

Embed Riskalyze’s Portfolio Risk Analysis onto your website to capture leads that come onto your website.

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MarketingPro

With the MarketingPro Integration, you can access MarketingPro articles from the Advisor Websites Dashboard to publish on your website.

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Hootsuite

Hoping to automate your Social Media game? With the Hootsuite Integration, you can automatically send your blog posts to your social media streams.

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Mailchimp

The MailChimp Integration summarizes your published blog posts in the form of a newsletter and is automatically sent out to your subscribers on a schedule.

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Vestorly

Bring Vestorly’s timely and curated news to your clients automatically on your website with the Vestorly Integration.

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Salesforce

Create webforms that funnel straight into your Salesforce CRM with the Salesforce Integration.

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ShareFile

Use the ShareFile Integration for file sharing, e-signatures and other feedback and approvals with clients through your website.

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NerdWallet

Use the NerdWallet Integration to provide consumers with access to the guidance of independent financial professionals around the US.

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Advisorstream

Have the latest curated and compliant news stories automatically posted onto your website.

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