Onboarding Integrations Checklist Please fill out each question below to the best of your ability. Your answers will assist our Onboarding Team in the correct setup of your integrations. Current Page 1 Page 2 Preview "*" indicates required fields Firm Name Your Email Main Integration Contact at your Firm First Name Last Name How high of a priority is setting up integrations for your firm? High (I’m ready to discuss my integrations now) Medium (Follow up with me in 2 weeks) Low (Follow up with me in a month) Please indicate if you utilize the below custodians. Check all that apply. TD Ameritrade Fidelity Schwab Pershing APEX None of the above Please indicate any CRM Software providers that you currently use. Check all that apply. Salesforce Redtail Junxure Wealthbox Other None Please indicate any financial planning providers that you currently use. Check all that apply. MoneyGuidePro eMoney Advizr RightCapital Instream FinLife Advicent/Naviplan Other None Please indicate any Risk or Suitability providers that you currently use. Check all that apply: Riskalyze FinaMetrica RiskPro Other None Privacy Policy
