Integrations
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Premier
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Eaglebrook
Digital / Real Assets, Marketplace

eMoney
Planning

WealthHub
CRM / RMS

Vanilla
Planning

SumIt Software
General Ledger / Accounting

Opto Investments
Marketplace, Alternatives Management
New
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BITA Risk®
Compliance

Osyte
Trading / Rebalancing, Alternatives Management

FutureVault
Client Engagement, Account Aggregation

SumIt Software
General Ledger / Accounting

Bipsync
CRM / RMS

Addepar for Salesforce (Beta)
CRM / RMS
Front Office
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eMoney
Planning

Vanilla
Planning

Opto Investments
Marketplace, Alternatives Management

Luminary
Planning

Albourne
Investment Analytics, Alternatives Management

Fynancial
Client Engagement