Integrations,
API & SSO
Providing unified portals to automate, integrate, and delegate workflows using API or SSO.
Calendar Integrations (via Zapier)
1 - 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.
2 - Search "FIN Compliance" at zapier.com to start building zap integrations from our calendar to your other technology providers.
Custom Integrations As a Service (IaaS)
We offer API/SSO capabilities for our enterprise solutions to build 1-on-1 integrations, Zapier plugins, or with other connections for popular tools as featured on Kitces Advisor Tech Directory.
