Integrations
Colonial First State FirstChoice Application Integration
Please note: Your practice will need an AdviceOS API key in order to set up the application integration with Colonial First State. Please complete the API agreement (refer to the attachment at bottom of the article) and email it to ...
Coming Soon E- Signature
E-Signature Functionality – Integrating Docusign to AdviceOS Midwinter allows a business to integrate their existing Docusign account into AdviceOS, providing users with the ability to send and receive documents with eSignature functionality. This ...
Inherit Australia
We are pleased to announce that we have an active API integration available with Inherit Australia, an estate planning platform and marketplace to help Advisers and Accountants navigate your clients' estate planning needs. To set up your Midwinter ...
Worksorted
Worksorted is an intuitive CRM, workflow and revenue management solution made for Financial Advisers. For further information on the integration of Worksorted to AdviceOS you can visit the Worksorted website here or watch our on-demand webinar about ...
Moneysoft CRM
We have included attached a user guide that runs through the set-up process in five short easy steps in order to integrate Moneysoft CRM into your AdviceOS. If you need further information you can visit the Moneysoft website here or alternatively ...
MyProsperity
MyProsperity is a leading client portal solution for accountants and advisers. We have included the Integration User Guide, which has been attached at the bottom of this page. For further information on the integration of MyProsperity to AdviceOS you ...