Technology Integration
Connect the Technology Your RIA Already Uses
Your CRM, custodian, planning software, portfolio system, Microsoft 365, documents, and other tools each handle part of the work. Advisor Nexus connects the workflows between them so information and tasks can move across your firm with less manual coordination.
Part of Your Operating Environment, Not a Replacement for It
Diagram: people and work (advisors, operations, client service, compliance, and clients) use Microsoft 365 — Outlook, Teams, SharePoint, and calendar — for communication and documents. The Advisor Nexus workflow and intelligence layer sits between that and the firm's wealth-management systems (CRM, custodian, planning, portfolio, documents, and e-signature), providing workflow orchestration, deterministic automation, supervised AI, human approvals, and exception handling, following the operating model connect, gather context, interpret, act, review, deliver. Advisor Nexus sits between these systems rather than replacing them, and work can move in both directions.
Systems We Design Workflows Around
Examples of Systems That May Participate in a Connected Workflow.
CRM
Connect client records, activities, tasks, notes, and workflow status where the platform's API and your firm's permissions support it.
Custodians
Support onboarding, account opening, service requests, and operational coordination around custodial accounts.
- Charles Schwab
- Fidelity
- Pershing
- Altruist
Financial Planning
Bring approved planning context into meeting preparation and coordinate planning-related workflows.
- eMoney
- MoneyGuide
- RightCapital
Portfolio Management
Bring portfolio and account context into meeting preparation, reporting, and operational workflows.
- Orion
- Black Diamond
- Tamarac
- Addepar
Microsoft 365 & Productivity
Use email, calendar, Teams, and SharePoint as workflow triggers, approval surfaces, and document storage alongside your CRM.
- Microsoft 365
- Outlook
- Teams
- SharePoint
- Calendar
Documents, Forms & E-Signature
Route documents and signature requests, track status, and write completion back to the CRM.
- DocuSign
- SharePoint
- Approved forms and intake tools
Systems shown are examples of technology that may participate in Advisor Nexus workflows. Integration capabilities vary based on available APIs, permissions, vendor capabilities, and each firm's configuration. Inclusion here does not imply a vendor partnership or certification.
Looking for a specific workflow instead of a system? Explore workflow solutions →
How It Works
How Advisor Nexus Connects Existing Systems.
This is one part of a larger engagement. See the full assessment, design, build, and management process.
There is no single universal integration method. Depending on the systems, the workflow, and the vendor, a connection may use:
- Documented APIs
- Native connectors
- Secure file transfer
- Approved exports
- Microsoft 365 automation
- Browser-based interaction where appropriate
- Intentionally retained manual steps
- Microsoft Graph, for supported Microsoft 365 data and actions
For a closer look: how to map a workflow before automating it, how Microsoft 365 fits into that architecture, and how to turn meeting notes into CRM updates, tasks, and follow-up.
Start With Clarity
See What Your Existing Tech Stack Could Automate.
Tell us what systems your firm uses and where manual work is slowing the team down. We can help map how the workflow moves today and where integration and automation may make sense.