File storage, templates, and permission-based view of your firm books/records: such as ADV, Procedures Manual, Advertising, and more.
Public & Permission Based Desktop/Mobile Delivery of documents to clients, Prospects, Staff, and Vendors
We offer Zapier integrations with more than 3000 apps including SalesForce, Asana, RedTail, Wealthbox, and popular portfolio management tools. Rest API is available for developer partners.
Our cloud is hosted through Google Cloud’s secure portal. In addition, we offer multi factor authentication and cybersecurity monitoring through our partner Advisor Armour.
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