This is one of our most frequent questions and we understand the importance of Knudge being able to fit in with your other technologies.
We’re excited to announce that our Wealthbox and Redtail integrations are now available to all firms.
We’re currently working on an integration with Salesforce and expect to roll that out soon. If you have any thoughts on other integrations, we’d love to hear from you. We’ll be listening to our users to help us prioritize which integrations to focus on next and what level of integration would be most helpful.