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Integrations,

API & SSO

Providing resources to automate, integrate, and delegate workflows within our system.

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Calendar Integrations (via Zapier)

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.

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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.

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