Ashley Morgan Wingfield
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Becca Sarratt and
Melissa Graves are now friends 8 years, 11 months ago
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Jeff Kliewer replied to the topic Wealth Access Integration in the forum Integrations 8 years, 11 months ago
There are three key values Advisors have communicated to us that Wealth Access brings to their practices:
1) Providing a wholistic balance sheet for their Clients so that they do not have to use a tool outside their client portal to aggregate all their bank accounts, credit cards, loans, etc all in one place.
2) These connections that the Client…[Read more] -
Melissa McCune and
Amanda Steinspring are now friends 9 years ago
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Melissa McCune and
Edward Sempek are now friends 9 years ago
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Brad Corrigan and
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Becca Sarratt and
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Becca Sarratt and
Kyle Wesley are now friends 9 years ago
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Becca Sarratt and
Scott Bordelon are now friends 9 years ago -
Becca Sarratt and
Cathy Bailey/Castleview Partners, LLC are now friends 9 years ago
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Becca Sarratt and
Kathy Beers are now friends 9 years ago -
Becca Sarratt and
Janice Bordelon are now friends 9 years ago -
Jeff Kliewer started the topic Integration Center Resources in the forum Integrations 9 years ago
What types of resources would you like to see more of in the Integration Center learning pages?
What types of training materials help you get the most out of your integrations or help you to keep your staff training on this type of technology?
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Jeff Kliewer started the topic Integration Efficiencies in the forum Integrations 9 years, 1 month ago
In what ways can we make our existing integrations more efficient for you – to help save time and remove errors?
Are there new integration points or partners that would help your operations gain efficiencies?
Let us know, as this will be one of the key focuses of our integration enhancements over the next year.
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Melissa McCune and
Jason Slininger are now friends 9 years, 1 month ago
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Brad Corrigan and
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Becca Sarratt and
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Brad Corrigan and
Lisa Valentine are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Brad Corrigan and
Candy Chrisman are now friends 9 years, 2 months ago
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Ryan Cohagan replied to the topic Quik! Integration for TAMPS in the forum Integrations 9 years, 2 months ago
We are currently taking feedback from TAMPs on Quik! to ensure that you can use the integration with your Rep users. Please let us know if you are experiencing any issues or pain points that we can research.
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