Integrations

Per-advisor OAuth — each advisor connects their own Zoom account in one click. Pulls cloud recordings + transcripts automatically via webhook.

Compliant meeting transcription, diarization, and AI summarization for RIAs. Best starting point — MCP integration already wired.

Highest priority. Start here.

Primary CRM sync — contacts, activity history, and pipeline data read into client profiles.

Read-only sync for clients still in Redtail during migration. Merge view across both CRMs.

Read-only Wealthbox sync if any accounts are managed there.

Read-only mailbox and calendar sync via Microsoft Graph. Surfaces email context on client profiles and powers pre-meeting briefs.

Register an app in Azure AD to get client ID + secret.

Two-way calendar sync. Powers the dashboard upcoming panel and meeting assistant pre-brief.

Read-only Gmail sync for advisors on Google Workspace.

Two-way Google Calendar sync for advisors on Google Workspace.

VoIP call capture and recording. Enables the in-app call button and automatic consent prompts.

Secure document exchange with clients. Planned integration for pulling signed agreements and statements into client folders.

Future integration — planned next phase.

OCR and structured extraction for tax docs, statements, and beneficiary forms. Stays inside the M365 compliance perimeter.

Detect held-away assets at outside custodians — surfaces the wallet-share gap and flags 2–5× AUM clients are holding elsewhere.