Strategic Partners
IntegratedAdvisor's Strategic Partners
GReminders
AI-powered meeting and automation management platform
GReminders is the only AI-powered end-to-end meeting and automation management platform for financial advisors. The company serves independent RIAs and some of the largest broker-dealers in the industry such as Osaic, Cambridge, Kestra, etc... Offerings include automated scheduling, client automations, Email/SMS Reminders, and an AI Assistant.
Named as the 32nd fastest growing software product by G2, GReminders continues to develop deep integrations with the tools such as Redtail, Wealthbox, Salesforce, and others that financial advisors use every day, helping financial advisors increase both productivity and revenue.
Stephanie Dannebaum Consulting
Redtail CRM optimization for financial advisors
Stephanie Dannebaum Consulting helps financial advisors get the most out of Redtail CRM by streamlining processes, improving efficiency, and ensuring their systems work for them. Using the AIM Method (Assess, Implement, Monitor), she helps firms clean up data, refine workflows, and create a structured approach to managing their CRM.
Whether it's training, implementation, or custom projects like CRM migrations and reporting enhancements, Stephanie focuses on making these tools more effective for day-to-day operations. Her approach balances technology with practical implementation, helping advisory teams stay organized and better serve their clients.
Bento Engine
Smart advice when it matters most
At IntegratedAdvisor, we're proud to partner with Bento Engine to help advisors identify, capture, and track new business opportunities. Bento Engine integrates into your CRM to alert you of upcoming advice opportunities and equips you with compliance pre-approved, multi-format materials to execute with—empowering you to deliver timely, personal, and impactful advice during "Moments That Matter."
Together, Bento Engine surfaces the opportunities, and IntegratedAdvisor ensures those opportunities stay visible, measurable, and on track through real-time pipeline dashboards—turning insights into action and driving true growth.
Advisor Digital
"We focus on your tech so you can focus on your clients."
Advisor Digital provides strategy, cloud applications implementation and management, process design and automation for independent financial advisory firms and RIAs. Our services range from short-term projects to implementing and providing ongoing management of a firm’s tech stack. The core of our recommended tech stack, built around Redtail or Wealthbox CRM, includes GReminders, PreciseFP, FutureVault, and Zocks. We integrate this stack with many of the most popular financial planning and fintech cloud apps, including eMoney, Income Lab, MoneyGuide Pro, RightCapital, FMG, Holistiplan, and Wealth.com.
Whether you’re a solopreneur, independent advisor representative, or an RIA, by aligning your strategy, processes, data, and technology, Advisor Digital can help you create your ideal firm.
Approved Integration Partner with
