ByAllAccounts Integrations

ProTracker Advantage Desktop is the all-in-one, intuitive Client Relationship Management software you have been searching for, tailored to meet the needs of busy professionals aiming to streamline their practice and client interactions. It serves as an ideal tool for those in the financial planning and investment management sectors, offering a client-focused contact and practice management system. Why choose ProTracker Advantage Desktop? Efficiently manage your clients by recording every significant detail and tracking the history of your interactions, including emails, letters, tasks, meetings, and recommendations. You have the flexibility to print or save electronic versions of this information, ensuring you stay organized and informed. Optimize your practice by establishing marketing campaigns and tracking their effectiveness with ease. The software automates the calculation of Required Minimum Distribution (RMD) and allows you to monitor withdrawals effectively. Additionally, you can customize standard workflow processes to align with your business model, oversee task completion for both yourself and your staff, and generate essential reports to ensure compliance with regulatory requirements. By utilizing ProTracker Advantage Desktop, you can enhance your efficiency and focus on building stronger client relationships.

Do not compromise security for convenience; rather, aim to achieve both simultaneously. By automating identity management across various platforms, including web, mobile, and legacy applications, you can effortlessly enhance your team’s capabilities. Improve efficiency through the integration of essential applications with our identity management system, which promotes smooth collaboration among employees, contractors, and customers. Take advantage of pre-built integrations, Single Sign-On options, and straightforward one-click user provisioning, enabling your team to access any application without the need for passwords, while still utilizing multi-factor authentication to bolster security. Ensuring that your workforce has easy access to all applications—whether they are cloud-based, custom-built, or part of an on-premise setup—is crucial. High standards in identity management should not be exclusive to Fortune 500 companies; you can provide top-notch security and accessibility features that protect your business, improve operational efficiency, and save valuable time. When an employee seeks to enter a cloud application, their login will automatically align with our access policies, enhancing a secure digital atmosphere for all users. It’s essential to recognize that security and convenience can work together harmoniously, building a strong foundation for your organization’s identity management needs. By adopting these strategies, you position your organization for greater resilience in an increasingly digital landscape.

Envestnet MoneyGuide is dedicated to simplifying the financial planning process by aligning it with specific goals, making it accessible to a wide audience. Our intuitive financial planning tools enable advisors of all sizes to customize their offerings to meet the unique needs of each client. With a focus on client-centered design, MoneyGuidePro® provides sophisticated solutions and informed assumptions that aid advisors in navigating the complex financial elements that impact their clients' lives. In addition, MoneyGuideElite℠ offers an interactive platform for advisors to visually demonstrate various components such as income distribution, tax optimization strategies, lifetime protection plans, and the advantages and disadvantages of annuities. To enhance communication and data collection, we supply a variety of resources like questionnaires, brochures, and educational videos. Moreover, our marketing storefront enables you to personalize marketing materials with your contact information and branding, which helps to foster a professional image. This well-rounded strategy ensures that advisors are thoroughly prepared to guide their clients through their financial journeys while also adapting to their evolving needs. In doing so, we strive to create a supportive environment that promotes financial literacy and informed decision-making for all clients.

Real-time operations are tracked and visualized through key performance indicators (KPIs) and dashboards, while also encompassing trends, analytics, alert systems, and hierarchical data. It integrates data from various sources, including industrial systems, IoT, business metrics, and external inputs. This comprehensive system enables users to view real-time data on any device, eliminating the necessity of transferring information elsewhere. Such a setup enhances decision-making through immediate insights and streamlined data access.

Brivo enables organizations to fulfill their needs for physical security, scalability, cybersecurity, data analytics, and personalization. As the top provider of cloud-based security and access control solutions for both commercial and multifamily properties, Brivo is dedicated to offering Simply Better Security that improves the experiences of property managers, tenants, employees, and visitors alike. With over 20 million users and a network of 1,500 authorized dealers, our SaaS platform has been incorporating security features across various sectors, including access control, mobile credentials, video surveillance, identity federation, visitor management, intercom systems, and elevator controls since 2001. Numerous software partners and end users utilize our APIs and SDKs to customize our services for specific vertical markets. Furthermore, Brivo’s Vacation Rental Property Management system seamlessly integrates guest bookings, communication, home automation, and security, enhancing property value and appeal, thereby providing a holistic solution for property management experts. By consistently innovating and broadening our service offerings, Brivo reinforces its reputation as a reliable partner in the field of security technology, ensuring that clients can trust in our capabilities for their diverse needs. This commitment to excellence and adaptability positions us at the forefront of industry advancements.

A unified platform designed to seamlessly incorporate compliance into the business operations of all teams, tools, and processes. This solution is specifically engineered to enable financial institutions to create, customize, and monitor regulatory controls even for teams that are widely spread out, while also effectively steering the organization’s risk management initiatives. Users can easily access complex information about the decision trees and intelligent policies that form the backbone of their compliance systems. The Apiax View module facilitates interaction with and exploration of verified regulatory content, whether accessed through our platform or integrated into existing systems. Customization is key, allowing regulatory knowledge to be adjusted to fit your unique language, organizational layout, and risk appetite. Our intuitive digitalization environment empowers you to convert your expertise into digital compliance rules, ensuring that this vital information is accessible to all relevant parties. By utilizing the Unlocking Rule View, you can investigate an extensive array of insights related to the regulatory features of the decision trees that underpin over 6,500 rule sets, further bolstering your compliance management capabilities. This holistic strategy not only streamlines compliance efforts but also cultivates a culture of accountability and heightened awareness throughout the organization, leading to improved operational integrity and regulatory success.

Introducing Co-Pilot, an advanced multi-asset portfolio trading platform tailored for proactive wealth managers seeking innovative solutions. Flyer offers a robust FIX solution that comprises a wide range of software, integrations, development kits, and dedicated support services. This comprehensive investment platform consolidates portfolio and order management within a single multi-asset application, all backed by the Flyer Trading Network. The Co-Pilot API allows developers to quickly create their own trading platforms while connecting with diverse trading partners, ensuring a smooth and user-centric experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, thus simplifying trading interactions with custodians and brokers. Navigating the intricate workflows involved in managing a diverse mix of equities and mutual funds necessitates the use of advanced trading tools. When potential allocation combinations are layered together, the number of unique portfolio possibilities increases exponentially, showcasing the platform's adaptability and efficacy in wealth management. As the financial landscape shifts and evolves, Co-Pilot is prepared to transform and fulfill the dynamic needs of its users while continuing to innovate in the trading space. This readiness for adaptation ensures that wealth managers can confidently rely on Co-Pilot to enhance their trading strategies.