RESPONSIVE INTEGRATIONS

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Seamlessly integrate your stack with compatible tools
DOcument signing

Save time creating, sending, and collecting PDF documents

Docusign

E-signature technology to automate filling and signing of PDF documents.

Adobe Sign

Powerful e-signer to enable automation of PDF documents.

Onespan

Authentication and signing automation for PDF documents.

COMMUNICATION

Create better connections with your clients every day

Intercom

Communication window to connect directly with clients.

Calendly

Book advisor appointments directly from the software.

Autopilot

Email marketing integration and automation.

Slack

Get notified directly in the Slack channel of your choice.

Mailgun

Email engine automation based on events to consistently communicate with clients.

Amazon SES

Email engine automation based on events to consistently communicate with clients.

Prismic

Embed Prismic CMS on client dashboard to display blog posts.

CUSTODIANS

Leverage client account data and make account opening easy

BOOKS OF RECORD

Integrate other forms of client data

Unitrax

System to track client accounts, holdings, and transactions.

Dataphile

Dataphile

Harmony

Access and integrate legacy account data.

VERIFICATION

Quickly verify clients' identification

QualID

ID verification integration to meet KYC/AML obligations.

Trulioo

Automate identity verification to meet KYC/AML obligations.

OPEN DATA

Integrate other forms of client data

Plaid

Client account aggregation for end-client bank transactions used in planning and recommendations.

Open Banking

Access end-client bank accounts and transactions to produce client insights and recommendations.

SECURITY AND REGULATION

Institution Grade Privacy and Security

MFA

Aviso automation of account opening and tracking of transactions.

GDPR compliant

NBIN automation of account opening and tracking of transactions.

SOC2

CI automation of account opening and tracking of transactions.

CRM

Leverage your sales productivity engine

Salesforce

Integrate existing Salesforce workflows into the Responsive Platform.

RESPONSIVE INTEGRATIONS

Unlock advisor productivity this quarter.
Connect with best in class tools.

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