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Zocks Integration
Save meeting summaries, assign tasks to team members with a click, and automatically sync contacts through Zocks’ two-way AdvisorEngine integration. Zocks is the AI assistant for financial advisors. The platform can save as much as 10 hours a week by ...
Zeplyn Integration
Zeplyn is an agentic AI assistant, built to streamline your workflows and reduce more than 90% of the manual work associated with client engagements. Zeplyn captures editable, structured data from every client conversation—whether in person, on the ...
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 ...
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 ...