Integrations

We understand that there isn’t an all-in-one tech solution to handle every need. As such, we built our compliance app to integrate with other technology providers using Zapier or a customized integration using our API solution.

Our compliance/disclosure app is now featured as a tech provider on Kitces.com Advisor Tech Directory and we are available to integrate, partner, or customize a solution for your firm with other solutions.

Kitces Financial Advisor Map

Keep Integrations Simple with Zapier

View a sample of workflows available on the integrations as a service provider below.

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Ten Popular Zapier-based Integrations for Investment Firms
(more than 3,000 third party applications available)

Google Cloud Platform

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We recommend aggregating all tasks to one tech system!!

Build a task list from our calendar, ADV, Procedures Manual, or consultants. Automate those tasks to any CRM, calendar, or other task app on Zapier.

Search "FIN Compliance" at zapier.com to starting building zap integrations from our calendar to your other technology providers.

Zapier Workflow

Or

Contact Us to build a custom integration(s) with Tech not available on Zapier using our API

Features include:

Calendar | Audit Logs | Disclosures | Data Feeds | Admin/Users | MFA/Security | Cloud Sync

See Us In Action

Demo

Download Mobile App

(For Disclosure Delivery and Communications via a Smartphone)

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Display pop-up to download Android app from Google store

INQUIRE FOR COMPLIANCE, DISCLOSURE, OR TECH LICENSING SUPPORT