Parks Wealth Advisors

Integrations

Enhance your agent's capabilities with integrations.

Gmail

Draft replies for every client email I'm behind on

Salesforce

Summarize pipeline updates and suggested next steps for open deals

Google Calendar

Find openings this week and propose times that protect focus blocks

Notion

Pull overdue items from my Notion databases and draft a standup outline

CRM

  • Salesforce

    Salesforce

    Inactive

    View Salesforce records, create entries, and keep data up to date.

  • Attio

    Attio

    Inactive

    Use a saved browser profile to read and update Attio when an API workflow is not available.

  • Wealthbox

    Wealthbox

    Inactive

    Use a saved browser profile to read and update Wealthbox CRM when an API workflow is not available.

  • Redtail

    Redtail

    Inactive

    Use a saved browser profile to read and update Redtail CRM records when an API workflow is not available.

Financial Planning

  • eMoney

    eMoney

    Inactive

    Use a saved browser profile to access eMoney Advisor planning data when an API workflow is not available.

  • RightCapital

    RightCapital

    Inactive

    Use a saved browser profile to access RightCapital planning workflows and client planning data.

  • MoneyGuidePro

    MoneyGuidePro

    Inactive

    Use a saved browser profile to access MoneyGuidePro plans, goals, and client planning data.

  • Asset-Map

    Asset-Map

    Inactive

    Use a saved browser profile to read household financial maps and relationships from Asset-Map.

Portfolio Management

  • Orion

    Orion

    Inactive

    Use a saved browser profile to access Orion Advisor workflows, reporting, and portfolio operations.

  • Addepar

    Addepar

    Inactive

    Use a saved browser profile to access Addepar performance reporting and aggregated portfolio data.

  • Black Diamond

    Black Diamond

    Inactive

    Use a saved browser profile to access Black Diamond performance reporting and portfolio operations.

Custodians

  • Schwab Advisor Center

    Schwab Advisor Center

    Inactive

    Use a saved browser profile to access Schwab Advisor Center custody workflows and account data.

  • Fidelity Wealthscape

    Fidelity Wealthscape

    Inactive

    Use a saved browser profile to access Fidelity Wealthscape custody workflows and account data.

  • Altruist

    Altruist

    Inactive

    Use a saved browser profile to access Altruist custodian workflows, accounts, and operational data.

Tax Planning

  • Holistiplan

    Holistiplan

    Inactive

    Use a saved browser profile to pull tax-return analysis and planning observations from Holistiplan.

Tax & Estate

  • FP Alpha

    FP Alpha

    Inactive

    Use a saved browser profile to pull estate, tax, and insurance analyses from FP Alpha.

Risk & Proposals

  • Nitrogen

    Nitrogen

    Inactive

    Use a saved browser profile to pull risk numbers, portfolio risk scores, and proposals from Nitrogen.

Investment Research

  • Morningstar Advisor Workstation

    Morningstar Advisor Workstation

    Inactive

    Use a saved browser profile to pull research, analytics, and security data from Morningstar Advisor Workstation.

Email

  • Gmail

    Gmail

    Inactive

    Read mail, organize your inbox, and send messages.

  • Outlook

    Outlook

    Inactive

    Outlook mail and calendar—inbox, messages, and events.

Calendar

  • Calendly

    Calendly

    Inactive

    Access Calendly events, create bookings, and update schedules.

  • Cal.com

    Cal.com

    Inactive

    Manage bookings, availability, and scheduling workflows.

  • Google Calendar

    Google Calendar

    Inactive

    View calendar events, create meetings, and update schedules.

Communication

  • Zoom

    Zoom

    Inactive

    Pull meeting recordings, transcripts, and scheduling from Zoom for client and prospect calls.

  • Microsoft Teams

    Microsoft Teams

    Inactive

    Access Microsoft Teams meetings, chats, and recordings for client and internal collaboration.

Workspace

  • Google Drive

    Google Drive

    Inactive

    Search, organize, and manage files and folders in Drive.

  • Google Sheets

    Google Sheets

    Inactive

    Read, create, and update spreadsheets.

  • Google Docs

    Google Docs

    Inactive

    Create, read, and edit documents and structured content.

  • Notion

    Notion

    Inactive

    Search pages and databases, update properties, and sync workspace content.

Advertising & Marketing

  • Instantly

    Instantly

    Inactive

    Manage cold email campaigns, leads, and outreach automation.