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Connectors
Connectors
Adviser Toolkit connects to the tools your firm already runs. Here is what is live today and what is coming.
Live today
- Calendly booking, embedded in the client portal so clients book straight into your calendar.
On the roadmap
- CRM sync for Iress Xplan and AdviserLogic.
- Xero and accounting connections.
- Email and calendar automation.
- Certified, institution-accepted e-signatures.
Good to know
We list a connector as live only when it ships. If a connector matters to your decision, email hello@advisertoolkit.com.au and we will tell you exactly where it stands.
Still stuck? Email hello@advisertoolkit.com.au and we will help.