Integrations

Bi-directional sync of leads, opportunities, and stage transitions. Every referral, note, and hand-off lives in Salesforce as the single source of truth.

Inbound referral feed from Schwab's referral network with account context, estimated investable assets, and advisor routing rules.

Fidelity WAS referral intake with prospect profile, referring branch, and priority tier flowing straight into the BDO queue.

Automated wealth and lead enrichment — investable-asset estimates, life events, and conversion scoring appended to every lead.

Outsourced plan development and the SIPS retirement planning engine. Draft plans returned in 3–5 business days for advisor review.

Meeting-prep briefs, tailored proposal narratives, and follow-up drafts generated from enriched lead + plan context.

Gmail threads, Calendar meetings, and Drive artifacts logged against the corresponding Salesforce record.

Outlook, Teams, and OneDrive sync for advisor teams working inside the Microsoft stack.

Discovery-call recordings, transcripts, and attendance attached to the lead timeline.

Client agreement, ADV acknowledgement, and custodial paperwork routed for signature once a proposal is accepted.

Nightly export of lead, activity, and AUM data for firmwide reporting and executive dashboards.

SLA breaches, high-value referrals, and won-deal celebrations pushed to the advisor channel.