System Integration with n8n
Connect Salesforce to your financial planning software and other RIA tools. Eliminate data silos and create seamless workflows across your entire tech stack.
Make Your Systems Work Together
Stop manually moving data between systems. Our integrations create seamless workflows that save hours every week.
Portfolio System Sync
Connect Salesforce to portfolio management systems like Orion, Tamarac, or Black Diamond.
Automated Data Sync
Real-time or scheduled data synchronization between your CRM and financial planning tools.
Communication Automation
Automate client communications, gift tracking, and follow-up sequences across platforms.
Popular Integration Scenarios
Real-world examples of how we connect your RIA tech stack
- Sync client contact information and accounts
- Pull portfolio performance data into Salesforce
- Automate account opening workflows
- Create unified client reporting
- Connect to eMoney, MoneyGuidePro, or NaviPlan
- Sync client financial data and goals
- Automate plan delivery and follow-up
- Track planning milestones in Salesforce
- Connect to SharePoint, Box, or Dropbox
- Automated document filing by client
- Client portal document delivery
- Version control and audit trails
- Integrate with Mailchimp, Constant Contact
- Automated email campaigns and newsletters
- Client segmentation and targeting
- Track engagement and responses
Our Integration Process
We analyze your current tech stack, identify integration opportunities, and design the optimal data flow between systems.
Build and test the integrations in a safe environment before deploying to your production systems.
Deploy integrations with monitoring and alerting to ensure reliable operation and quick resolution of any issues.
Frequently Asked Questions
Ready to Connect Your Systems?
Stop manually moving data between systems. Let us create seamless integrations that save hours every week.