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  1. Financial Automation
  2. Financial Planning
  3. Automate financial planning

Capture and organize financial planning information

Automate the capture and organization of financial planning data by seamlessly connecting lead capture forms, CRMs, spreadsheets, and accounting tools. This integration centralizes client information, ensures timely notifications for new opportunities, and delivers frequent plan updates without manual intervention. As a result, advisors save time, reduce data entry errors, and focus on delivering personalized financial strategies.

Filter by common apps:

  • Wealthbox CRM
  • Filter by Zapier
  • SurveySparrow
  • Less Annoying CRM
  • Mailchimp
  • Webhooks by Zapier
  • Formatter by Zapier
  • Google Sheets
  • AdviserLogic Fact Finder
  • Schedule by Zapier
  • Tidely
  • HubSpot
  • Salesforce
  • QuickBooks Online