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Fidelity Integration
AdvisorEngine CRM can SSO (Single Sign On) from the AE CRM home screen to Fidelity Wealthscape, and from linked CRM accounts to the Fidelity Account. To set up the integration the following steps must be completed: Request the Integration through ...
Docupace Integration
The Docupace integration allows users to connect their Docupace storage to AdvisorEngine CRM, allowing files stored in Docupace to be visible within the CRM navigation in the Record Document storage area. To use the Docupace integration with AE CRM ...
Jump Integration
Jump is an AI note-taker for Financial Advisors that records every client conversation, turns it into clean notes, tasks, and compliance-ready records, and pushes them straight into AdvisorEngine CRM. You can save time (about 20 minutes per meeting ...
MoneyGuidePro Integration
AdvisorEngine CRM provides an integration with MoneyGuidePro that allows you to export information from AE CRM to MoneyGuidePro. Enabling the Integration The MoneyGuidePro Integration is set up once at the firm level. To enable the integration: ...
Calendly Integration
The AdvisorEngine CRM Calendly integration allows for accepted calendar invitations from Calendly to create Action items within AE CRM, and be updated should those calendar items be rescheduled or cancelled. Whether an Action is created and which ...