Integrations

Connect Nexhelm AI with the tools you already use to streamline your workflow and maximize productivity.

Name	Category	Status
Zoom	Meetings	Active
Microsoft Teams	Meetings	Active
Google Meet	Meetings	Active
Gmail	Email	Active
Microsoft Outlook	Email	Active
Salesforce	CRM	Active
Microsoft Dynamics 365	CRM	Active
HubSpot	CRM	Active
Daylite	CRM	Active
ActiveCampaign	CRM	Active
GoHighLevel	CRM	Active
Redtail	CRM	Active
AdvisorEngine	CRM	Active
Wealthbox	CRM	Active
Practifi	CRM	Active
Pipedrive	CRM	Active
DocuSign	E-Signature	Active
Dropbox	Document Management	Active
Box	Document Management	Active
Google Drive	Document Management	Active
Microsoft OneDrive	Document Management	Active
ShareFile	Document Management	Active
Google Slides	Document Management	Active
Google Sheets	Document Management	Active
Persona	KYC / Identity Verification	Active
Fidelity Advisor Central	Custodian	Active
Schwab Advisor Services	Custodian	Active
Pershing	Custodian	Active
Altruist	Custodian	Active
Orion TAMP Open Architecture	Portfolio Management / Reporting	Active
Black Diamond	Portfolio Management / Reporting	Active
Tamarac	Portfolio Management / Reporting	Active
Advyzon	Portfolio Management / Reporting	Active
Deepvest	Portfolio Management / Reporting	Active
eMoney	Financial Planning	Active
RightCapital	Financial Planning	Active
MoneyGuide Pro	Financial Planning	Active
Holistiplan	Tax Planning	Active
Wealth.com	Estate Planning	Active
Slack	Productivity	Active
Airtable	Productivity	Active
Monday.com	Productivity	Active
Google Calendar	Scheduling	Active
Calendly	Scheduling	Active
OnceHub	Scheduling	Active
Mailchimp	Marketing	Active
Levitate	Client Communication	Active
Flourish	Client Experience	Active
AdvicePay	Billing / Payments	Active

Need another integration? We're constantly expanding our integration ecosystem and can support custom rollout requirements. Contact us at support@nexhelm.ai to request additional integrations or deployment support.