Zapier - INSART

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Zapier

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About

Zapier gives people internet superpowers by letting them easily connect and automate the apps they use. Partners, including Salesforce, Intuit, Google, and Dropbox, utilize Zapier to offer their customers integrations with 1,000+ apps. The Zapier Developer Platform enables developers to add APIs for private or public use.

Contacts

https://zapier.com/

http://www.facebook.com/ZapierApp

http://www.linkedin.com/company/zapier/

https://zapier.com/

Products / Services

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 1

Partnership: 0

SalesPad

Account Aggregation, Automation, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Portfolio Reporting, Wealth Management

SalesPad Cloud offering advanced inventory management, order entry, sales, and purchasing, brings enterprise-level functionality and visibility to QuickBooks Online for...

Integrations: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 43

Partnership: 0

Practifi

Analytics, Broker-Dealer Platforms, CRM, Marketing

Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Partnership

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