Partners Who Help Your Firm Work Better

As a women‑owned company, we value collaboration, transparency, and long‑term partnership.

Workmate integrates with trusted industry partners to bring clarity, consistency, and support to every part of your firm— so your teams can work with confidence. Together, we create a connected ecosystem that reduces friction, strengthens collaboration, and helps your firm operate with greater ease.

WHy Partnership Matters

No firm runs on a single system. Your teams rely on multiple tools, data sources, and processes to keep the business moving. Workmate brings those pieces together — and our partnerships make that possible.

By integrating with the platforms you already use, we help your firm work in a more unified, predictable, and transparent way. Less manual work. Fewer surprises. More clarity across the board.

Our Trusted Partners

Interested in Partnering With Workmate?

We’re always exploring new relationships that help firms work more clearly and collaboratively. If your platform supports operational excellence, advisor experience, or firm-wide alignment, we’d love to connect.

Integration Partners

Vendor Partners

CRM Partner

Modern CRM for Financial Advisors

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.

IAM Partner

Send, Sign, and Manage All Your Agreements In One Place

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.

Data Aggregation

Targeted Direct Mail & Secure Communications

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.

Recruiting Partner

A Proven Record of Successful Execution

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.

Compensation Management

Compensation Management and Performance Reporting

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.

Want to See How Workmate Fits Into Your Tech Stack?

Let’s walk through your systems, your workflows, and your goals and explore how Workmate and our partners can support your firm’s unique needs.

EXPERIENCE WORKMATE IN ACTION

Frequently Asked Questions

Is there a free trial plan?

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Does the price go up as my team gets larger?

Can I cancel my subscription at any time?

Is there a free trial plan?

Does the price go up as my team gets larger?

Can I cancel my subscription at any time?

Partners Who Help Your Firm Work Better

Our Trusted Partners

EXPERIENCE WORKMATE IN ACTION

Frequently Asked Questions

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