AdvisorShelf
AdvisorShelf / Connections

Connections

Find software that works with what you already use

Pick the custodian, CRM or other system your firm runs on. You'll see every tool we list that says it connects to it, which way data moves, and where we read that.

Counted from the 77 tools we list (30 advisor CRMs, 17 planning tools and 30 AI tools), so a bar shows how many of our tools connect, not how widely a system is used.

Custodians

Schwab
13 take data from it, 1 sends data to it, 2 data in and out, 3 direction not stated, 5 named only24 toolsFidelity
8 take data from it, 2 data in and out, 5 named only15 toolsPershing
7 take data from it, 1 sends data to it, 1 data in and out, 5 named only14 toolsAltruist
6 take data from it, 1 direction not stated, 2 named only9 tools

CRMs

Wealthbox
4 take data from it, 8 send data to it, 1 two-way, 2 data in and out, 2 direction not stated, 6 named only; 63 companies and products named on its own site23 toolsRedtail
5 take data from it, 4 send data to it, 2 two-way, 2 data in and out, 2 direction not stated, 7 named only; 95 companies and products named on its own site22 toolsPractifi
2 take data from it, 1 sends data to it, 1 data in and out, 2 direction not stated, 2 named only; 8 companies and products named on its own site8 toolsAdvyzon
1 takes data from it, 3 data in and out, 1 direction not stated, 1 named only; 16 companies and products named on its own site6 tools

Planning tools

MoneyGuide
4 send data to it, 2 direction not stated, 1 sign-on only, 7 named only; 77 companies and products named on its own site14 toolseMoney Advisor
1 takes data from it, 2 send data to it, 2 data in and out, 3 direction not stated, 1 sign-on only, 3 named only; 36 companies and products named on its own site12 toolsHolistiplan
3 take data from it, 1 data in and out, 1 direction not stated, 3 named only8 toolsRightCapital
4 send data to it, 1 two-way, 1 direction not stated, 2 named only; 46 companies and products named on its own site8 tools

Portfolio, risk and reporting software

Orion
11 take data from it, 1 two-way, 2 data in and out, 1 direction not stated, 6 named only21 toolsBlack Diamond
8 take data from it, 1 two-way, 4 data in and out, 4 named only17 toolsNitrogen
5 take data from it, 1 data in and out, 1 direction not stated, 5 named only12 toolsAddepar
6 take data from it, 5 named only11 toolsTamarac
2 take data from it, 2 data in and out, 1 direction not stated, 5 named only10 tools

AI tools

Jump
1 takes data from it, 4 named only; 22 companies and products named on its own site5 toolsZocks
2 two-way, 1 data in and out, 2 named only; 21 companies and products named on its own site5 tools

Other software

PreciseFP
2 take data from it, 2 send data to it, 1 data in and out, 2 direction not stated, 5 named only12 tools

Every system our tools connect to, A to Z

297
Abel Noser (1)Act! (1)ActiveCampaign (1)Addepar (11)Advent (1)Advent Axys/APX (3)AdviceCloud (1)Advicent (2)AdvicePay (2)Advisor Controls (1)Advisor Products (1)Advisor360° (2)AdvisorEngine (4)Advisors Assistant (2)AdvisoryWorld (4)Advisys (1)Advyzon (6)Aegon TFA (Transamerica Financial Advisors) (1)Affinity (2)Agile CRM (1)Agreement Express (1)Albridge (7)Allianz Life (1)Altruist (9)Amplify (1)Andes (1)Andes Wealth Technologies (1)Apex (2)AppCrown (2)April (1)Aqumulate (2)AssetBook (3)AssetMap (7)AssetMark (3)Atlas Point (2)Attio (2)Aviso Wealth (1)Axos Advisor Services (4)Betterment (5)Black Diamond (17)Black Diamond CRM (1)BlackRock (1)Bloomberg (1)Blueleaf (5)BOSS (Back Office Support Service) (1)Box (1)Bridge (1)BridgeFT (3)Broadridge (3)Broadridge Advisor Solutions (1)Broadridge Data Aggregation (1)Broadridge Wealth Aggregation and Insights (2)ByAllAccounts (3)Capitect (4)Capsule CRM (1)ChatGPT (8)Cheetah (Accutech trust accounting) (1)CircleBlack (4)Claude (11)Close (1)Cloven (2)CogniCor (1)CoinMarketCap (1)Collegiate Funding Solutions (1)Commonwealth Financial Network (Client360°) (1)Conquest (2)Conquest Planning (1)Copper (3)Covr (1)CurrentClient (1)Cursor (1)DataDasher (1)DataPoints (1)DAZL (1)DeepVest (1)Devin (1)Dex (1)Dialpad (1)Dispatch (2)Docupace (2)DocuSign (2)Dropbox (1)DST (2)DST FAN Mail (3)DST Vision (2)eMoney Advisor (12)Envestnet (5)Envestnet Analytics (1)Envestnet ENV (1)Envestnet Payments (1)Equisoft (1)Equisoft/connect (1)Equisoft/plan and Equisoft/analyze (1)Equitable (1)FactSet (1)Fathom (1)Feathery (2)Fi360 (1)Fidelity (15)Fidelity Bond Beacon (1)Fidelity Clearing Canada (1)FIDx (1)Finametrica (1)FinFolio (2)finmason (2)Finmate AI (1)Finpace (2)Fireflies (3)First Clearing (2)FIS Wealth Outsourcing Solutions (1)Fispoke (1)Flourish (5)Focal (1)Folio (3)Follow Up Boss (1)FormsLogic (2)FP Alpha (4)fpPathfinder (4)Freshsales (1)Fusion (1)Fusion Elements (1)Gmail (2)GoHighLevel (1)Goldman Sachs (1)Google Calendar (4)Google G-suite (1)Google Workspace (1)GoTo (1)Granola (1)Grendel (1)GTA Babelfish (1)GWN (1)Hanlon (HAS' Solution 360°) (1)Healthpilot (1)HighLevel (1)Hilltop Holdings (1)Holistiplan (8)HubSpot (18)iCloud (calendar) (1)Income Lab (2)Infovisa (2)Insightly CRM (1)Intelliflo (1)intelliflo office (1)Interactive Brokers (4)Intulse (1)Invent (2)Investipal (2)IPS AdvisorPro (1)iRebal (1)Jackson (1)Jump (5)Jump (1)Keap (1)Kwanti (2)Ladder (1)Laser App (2)Laylah (2)LeadCenter (1)LeadCenterAI (1)Logicly (1)LPL Financial (5)Luminary (1)MacroRisk Analytics (1)Mailchimp (4)Make (1)Mako (1)Mako Fintech (1)Maximizer (2)MaxMyInterest (5)MedicarePRO (1)Microsoft 365 (2)Microsoft Copilot (1)Microsoft Dynamics 365 Sales (8)Microsoft Excel (1)Microsoft Outlook (11)Microsoft Teams (2)Milemarker (1)Mili (1)Millennium Trust (1)monday CRM (1)MoneyGuide (14)Moneytree (1)Morningstar (8)Morningstar Advisor Workstation (3)Morningstar EDM (1)Morningstar Office (2)Morningstar Office Cloud (1)Morningstar Principia (1)Morningstar Principia CAMS (1)Morningstar Risk Profiler (1)MX (5)my529 (2)MyRepChat (1)n8n (1)Nationwide Advisory (1)NBIN (1)Ndex (1)NEOS (1)Nitrogen (12)Nutshell CRM (1)OnBord (2)OneBoss (1)OnePage CRM (1)OnRamp Invest (1)Optivice (2)Orion (21)Orion Planning (1)Orion Risk Intelligence (3)Ortec (1)Pacific Life (1)Panoramix (4)PayForED (1)Pershing (14)Pipedrive (4)Plaid (2)Pocketrisk (1)Pontera (2)Portfolio Pathway (2)PortfolioCenter (3)Practifi (8)PreciseFP (12)ProductRex (1)ProTracker (1)Quik! (2)Quin (1)Quivr (2)Quo (1)Raymond James (3)RBC (4)Realie (property values) (1)Redtail (22)RetireMap (1)Retirement Analyzer (1)RetireReady (1)RetireUp (1)RightCapital (8)RingCentral (1)RiXtrema (1)Rydex (1)Salentica (2)Salentica Elements (2)Salentica Engage (1)Salesflare (1)Salesforce (26)Salesforce Financial Services Cloud (3)Schwab (24)Securities America (1)SEI (8)Sevanta (1)Shaping Wealth (Lydia) (1)Slant (1)SmartData (3)SmartKx (1)Smartleaf (1)SmartOffice (6)SnapTrade (1)Sora (1)Special Needs Map (1)SSG (2)Sterne Agee Group (1)Stratifi (3)Summit Wealth (1)Supersales (1)Tamarac (10)TIFIN Wealth (2)Timeline (1)Toleri$k (1)Tolerisk (3)TradePMR (6)Trucendent (1)Turnqey (1)Vanilla (1)Vonage (1)Voyant (3)VRGL (1)Waterlily (1)Wealth.com (4)WealthAccess (3)Wealthbox (23)WealthTrace (1)WealthVision (1)Wedbush Morgan (1)Worksorted (1)XLR8 (6)Xplan (1)YCharts (2)Yodlee (3)YoureFolio (1)Zapier (4)Zeplyn (1)Zillow (1)Zocks (5)Zoho (4)Zoho CRM (5)Zoom (2)Zoom (AI Scribe app) (1)

The rule: a system gets its own page when advisers search for its integrations (or it is one of the four main custodians) and data is recorded moving between it and at least 3 tools or systems, from either side. The rest are listed above, and each connection is on the tool's profile.