Service Integrations |
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|
Integration Platform |
Service |
|
Appointedd |
Meeting Scheduler |
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Calendly |
Meeting Scheduler |
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Chatbots |
Customer Engagement |
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Docusign |
Secure, Online Document Signature Management |
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|
Social Media |
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Google Analytics |
Web Page Analytics |
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HM Land Registry |
Property Valuation |
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|
Corporate Social Media |
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Morningstar |
Daily Price Feed |
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Nimbus |
Postcode Lookup |
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Salesforce |
Customer Relationship Management |
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Timely |
Meeting Scheduler |
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|
Social Media |
Network Due Diligence Approved |
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|
Network |
Service |
|
Nextgen Planners |
Business Support |
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Quilter Financial Planning |
Business Support |
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threesixty Services |
Business Support |
*Pending live client testing.
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