Move key client financial information into Evince for advice and modelling without rebuilding the client position.
✓ Seamless integrationIntegrations, connections and data imports
Connect the tools you use. Enter information once.
Adviser CRM can sit at the centre of your advice business, securely sharing information with the platforms your team relies on and reducing the need for duplicate data entry.
Less double handling
Fewer data-entry errors
More time for clients
AC
Adviser CRM
Single source of truth
QMConnected data
EVModelling
PLPlanning
APIYour tools
DATAProviders
Integrations
Connect with the tools you already use.
Adviser CRM brings your key advice, planning and productivity platforms closer together, helping information flow more smoothly and reducing repetitive administration.
Support interactive financial planning and collaborative client conversations with connected adviser workflows.
✓ Seamless integration
Send client and active insurance benefit information to Quotemonster, where advisers can complete life insurance quoting and comparison.
✓ Seamless integration
From first meeting to final document, Marloo handles the admin so you can focus on your clients.
✓ Seamless integration
Microsoft 365
Synchronise email and calendars with Microsoft 365 so client communications and appointments stay connected to Adviser CRM.
✓ Connected productivity
GoogleWorkspace
Bring Gmail, Calendar and your everyday Google Workspace tools into a more connected Adviser CRM workflow.
✓ Connected productivity
Akahu is a direct participant in New Zealand's regulated open banking system. Where possible, Akahu connects to banks using the regulated system.
✓ Open banking connection
Open API
Need to connect another platform? Adviser CRM's open architecture supports secure custom integrations and tailored data workflows.
Talk to us about a connectionProprietary provider data imports
Keep policies and investments up to date without rebuilding records by hand.
Our Data Import Tool has been developed and refined over years of real-world use. It processes provider files, adds missing information and updates existing records inside Adviser CRM.
01Import provider data into a controlled process.
02Match and update records that already exist.
03Create missing policy, benefit or investment information where appropriate.
Upload one or multiple provider files, select the adviser who will own the imported records, and process the data through one controlled workflow.
Planned for 2026
Automated provider connection
Partners Life automated imports.
Automated weekly imports are planned to help keep Partners Life policies and benefits current inside Adviser CRM, reducing administration and leaving more time for client work and new business.
Open API and custom development
Your CRM should connect—not lock you in.
Adviser CRM is built with an open API architecture, allowing third-party systems to securely exchange information with your CRM in real time.
Client dataAllow details to flow between systems.
Policies and portfoliosSynchronise information without manual re-entry.
Documents and activitySend notes, files or updates to the correct record.
Cross-platform automationTrigger actions across connected services.
We can work with your software provider or developer to map information, test the connection securely and support implementation. If a platform has an API, there is a strong chance we can connect it.
One hub, many possibilities
Connect the wider advice technology ecosystem.
Connected advice tools are only the beginning. Open architecture allows Adviser CRM to support a broader connected workflow.
Compliance
Marketing
Document signing Coming Soon
Reporting
Client engagement
Workflow automation
What should we connect next?
Tell us where double handling is slowing you down.
If you use a web-based system that would work better when connected to Adviser CRM, talk to us about it.
Benefits all subscribers
We may add it to the shared product.
Ideas that improve Adviser CRM for the wider user community may be developed without an additional charge.
Unique to your business
We can scope a bespoke connection.
Talk to us about your integration
Where the requirement is specific to your organisation, we can discuss feasibility, delivery and any development costs.
See connected workflows in action.
Book a one-on-one demonstration and see how Adviser CRM can reduce duplicate entry across your advice process.