We don’t just support integrations—we design with them in mind. Our platform connects effortlessly with your firm’s existing tools to create an intuitive, unified experience that’s efficient, reliable, and ready to scale.
Connect with platforms like Morningstar, DocuSign, Kirkwood, and Wealthbox—no coding, no delays.
Streamline your day with a single dashboard that consolidates tasks, real-time data, and reporting from all your essential tools.
As your firm grows, your tools will grow with you. Our integrations are designed to scale, adapt, and evolve alongside your business.
Data aggregation is table stakes – but not all data aggregation is created equal. As the data intermediary between banks, fintechs, wealth management platforms, custodians, and consumers, we understand the importance of highly enriched and actionable client data.
Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices.
Accelerate revenue, reduce risk, and unlock value from the agreements that run your organization. Meet Intelligent Agreement Management, from the company that brought you the world’s #1 e-signature solution.
Direct mail remains one of the most effective, high-impact marketing tools—when done right. Kirkwood pushes the boundaries of innovation, creating data-driven, hyper-personalized campaigns that forge one-to-one connections, drive conversions, and cut through the digital noise.
With expertise in secure, compliant communications, we support regulated industries like Healthcare and Finance, ensuring sensitive information is handled with precision, security, and efficiency. From high-volume direct-to- consumer mailings to personalized, critical documents, Kirkwood delivers trusted, results-driven solutions at scale.
Makari Group is a national recruiting and consulting firm dedicated to being your partner in growth, with deep expertise in Financial Advisor Movement and Enterprise Services. We help advisors and firms find the perfect fit to elevate their business, better serve their clients, and support their teams. Whether you’re an advisor seeking a new home or a firm looking to scale through strategic growth, capital, or M&A, Makari delivers the solutions to move you forward with confidence.
Work with a team of industry professionals focused on assisting with the operational logistics of moving a book of business from one firm to another. Whether you’re an advisor breaking away from a broker dealer or switching independent firms, or an RIA adding advisors to your platform or managing M&A business, ATS can help plan and manage the process quickly and efficiently
Castine’s Commissioner covers all aspects of compensation management and performance reporting for brokers and financial advisors. It automates the process of tracking commissions, revenue and fees, recovering expenses, applying splits and calculating payouts using your compensation grids. The system gives management the tools to monitor and improve team performance, identify the most profitable relationships, and ensure that everyone is accurately compensated.
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Short and to the point description
Short and to the point description
Short and to the point description
At Valcori, we believe the best solutions come from collaboration. Your feedback drives our innovation, ensuring we create tools that truly enhance your financial workflows.
We actively engage with our users to understand their challenges and refine our platform. Your insights shape the future of Valcori’s automation solutions.
Our commitment doesn’t end at launch. We continuously improve and adapt based on your real-world experiences, ensuring Valcori stays ahead of industry demands.
Keep up to date with our latest roadmap features, software updates, tips and best practices, and more.
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