Integration pipes
Connectors live
11
Overall coverage
56%
Categories fully covered
4 / 6
Firms on platform
5
4 in pipeline · 1 legacy
CRM2 / 4 live
RedtailLive
95%
1 firmSynced 08/11/26
WealthboxLive
92%
2 firmsSynced 08/11/26
Salesforce FSCIn build
40%
1 firmNot synced — in build
PractifiPlanned
0%
1 firmNever synced
Portfolio Accounting2 / 4 live
OrionLive
98%
3 firmsSynced 08/11/26
Black DiamondLive
88%
1 firmSynced 08/11/26
AddeparIn build
55%
No firms usingNot synced — in build
TamaracPlanned
0%
1 firmNever synced
Planning2 / 3 live
eMoneyLive
90%
3 firmsSynced 08/10/26
MoneyGuideProLive
85%
1 firmSynced 08/10/26
RightCapitalPlanned
0%
No firms usingNever synced
Custodian3 / 4 live
SchwabLive
96%
3 firmsSynced 08/11/26
FidelityLive
94%
1 firmSynced 08/11/26
PershingLive
91%
1 firmSynced 08/11/26
AltruistPlanned
0%
No firms usingNever synced
Documents1 / 3 live
EgnyteLive
80%
2 firmsSynced 08/10/26
SharePointIn build
35%
No firms usingNot synced — in build
BoxPlanned
0%
1 firmNever synced
Archiving1 / 2 live
SmarshLive
87%
2 firmsSynced 08/11/26
Global RelayPlanned
0%
No firms usingNever synced
A category counts as fully covered when at least one live connector maps 90% or more of the canonical model.