Integrations
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Premier
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SumIt Software
General Ledger / Accounting

Eaglebrook
Digital / Real Assets, Marketplace

eMoney
Planning

WealthHub
CRM / RMS

Vanilla
Planning

Opto Investments
Marketplace, Alternatives Management
New
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Bipsync
CRM / RMS

BITA Risk®
Compliance

FutureVault
Client Engagement, Account Aggregation

Addepar for Salesforce (Beta)
CRM / RMS

Fynancial
Client Engagement
Front Office
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YCharts
Investment Analytics, Proposals

eMoney
Planning

Vanilla
Planning

Opto Investments
Marketplace, Alternatives Management

Luminary
Planning

Albourne
Investment Analytics, Alternatives Management