Native platform integrations unlock rapid episode creations 


Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice.


Blackbaud provides software focused on education administration, fundraising, website management, CRM, analytics, financial management, and ticketing.


FlexMLS provides customizable experiences leveraging MLS data with preferred third party software products to agent-level dashboard preferences.

Samuel Hale

Samuel Hale provides comprehensive insurance, employment and technology services including worker’s comp, staffing, payroll, HR and benefits.


iSolved provides intelligently connected payroll and human capital management solutions to help accelerate business decisions.


Paylocity provides an HR software suite including payroll, benefits administration, HR, time & attendance, and talent management.


Industry leading wellness-focused data technology provider for grocery, drug, vitamins and supplements and pet brands and retailers.


HubSpot provides CRM, social media, lead generation, web analytics, search engine optimization, live chat, and customer support software.


Salesforce provides CRM software focused on sales, customer service, marketing automation, e-commerce and analytics.


QuickBooks is an accounting software that helps small and medium size businesses manage and pay bills, accept business payments and payroll functions.

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