Redtail CRM
Notes push into Redtail's Activity log with full contact association, timestamps, and attendee metadata. Field mapping is configured during onboarding and editable at any time.
Integrations
Built for the RIA tech stack.
Advisorbriefs connects with the CRMs, custodian reporting tools, calendar systems, and video platforms your practice already runs on.
CRM Integrations
Your client records. In one place.
Notes push directly into your existing CRM client records — no copy-paste, no reformatting.
Wealthbox
Syncs meeting notes to Wealthbox Workflow. Action items automatically generate Tasks assigned to the correct contact. Works with single-user and team Wealthbox accounts.
Salesforce Financial Services Cloud
Full support for FSC's Financial Account and Interaction Summary objects. Notes appear in the client's interaction timeline with compliance-relevant metadata preserved.
Practifi
Notes sync to Practifi's Activity module with full relationship-context mapping. Supports multi-advisor practice structures.
Custodian & Reporting
Account context, automatically pulled.
Before each meeting, Advisorbriefs can pull read-only account context from your reporting platform so you walk into every call with relevant portfolio data at hand.
Orion Advisor Solutions
Read-only account context including holdings, performance summary, and pending reviews. Displayed in the pre-meeting brief panel. CRM note sync coming Q3 2026.
Tamarac
Portfolio performance and rebalancing status pulled into the pre-meeting brief. Read-only access via Tamarac's advisor API. Account value and allocation data included.
Black Diamond
Account summary and most recent performance report pulled for meeting context. Read-only integration via Black Diamond's portal API.
Calendar & Video
Automatic meeting detection.
Advisorbriefs reads your calendar to identify scheduled client meetings and joins automatically — no manual session creation required.
Zoom
Bot participant joins scheduled Zoom meetings. Works with Zoom Meetings and Zoom Webinars. Requires Zoom account connection during setup.
Microsoft Teams
Joins Teams calls as a bot participant via the Microsoft Graph API. Compatible with Teams for Business and Teams integrated into Microsoft 365.
Google Meet
Captures Google Meet sessions via browser extension. Requires the Advisorbriefs Chrome extension installed on the host device.
Google Calendar
Reads Google Calendar to automatically detect client meetings and pre-populate the meeting brief with contact context before the call.
Outlook Calendar
Microsoft 365 calendar sync. Works with Exchange and Outlook.com accounts. Automatically detects client meetings via Microsoft Graph Calendar API.
On the Roadmap
Coming Q3 2026
We are building these integrations based on demand from our pilot advisors.
Nitrogen (formerly Riskalyze)
Risk score context in pre-meeting brief. Post-meeting risk discussion notes synced to Nitrogen client profiles.
Coming Q3 2026MoneyGuide Pro
Financial plan context available in pre-meeting brief. Goal progress discussion flagged in meeting summaries.
Coming Q3 2026eMoney Advisor
eMoney plan summary in pre-meeting brief. Cash flow and net worth context available before client conversations.
Coming Q3 2026
Need something we don't have yet?
Tell us what integration matters most.
We build integrations based on what our pilot advisors actually need. If there's a tool in your stack that isn't listed here, we want to know about it.
Request an integration