Connect the tools you already use.

Import Slant households, send your notes and tasks back, and read meeting transcripts next to a client’s plan.

See client texts, calls, and call summaries in Kerdora, and text clients from your CurrentClient line.

Link a client’s Documents page to a Google Drive folder. Files, renames, moves, and deletes sync both ways.

Clients link their bank, card, loan, and investment accounts, and balances, holdings, and transactions stay current in their plan.

Upload 1 Altruist holdings report and match every account in it to its household at once.

Upload your Schwab Advisor Center Positions and Balances exports and match every account to its household at once.