Integrations

Pre-Built Into Your Technology Stack

You shouldn’t have to rebuild your tech stack to modernize your front office. CoraWealth connects to the tools you already use — so you can go live in days, not months.
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Connects to What You're Already Running

Custodians

  • Charles Schwab
  • Fidelity
  • Altruist
  • TD Ameritrade

CRM / CLM

  • Salesforce FSC
  • Wealthbox
  • Redtail CRM
  • AdvisorEngine
  • MS Dynamics

Portfolio Management

  • Orion Advisor
  • Black Diamond
  • Addepar
  • Riskalyze

Meetings & Comms

  • Microsoft Teams
  • Zoom
  • Google Meet
  • Outlook Calendar
  • Google Calendar

Deployment, Without the Wait

Something custom?
There's an open API for that.

If a system you rely on isn’t on the list, CoraWealth’s open API can connect it.

Live in 2–4 weeks, typically

Because the core connectors are already built, most firms are up and running in weeks — not the months a custom integration project would take.

You're never doing this alone

Every deployment comes with a dedicated implementation engineer to get your stack connected and working.

How It All Comes Together

Behind the scenes, CoraWealth pulls from every connected source — your custodian, your CRM, your portfolio system — and reconciles it all into a single, verified client profile in real time. Discrepancies get flagged automatically, so you’re always working from accurate data and always audit-ready..

Enterprise-Grade Data Handling

Every integration runs on infrastructure built for institutional trust: a private LLM on Azure with zero data egress, AES-256 encryption at rest, and enterprise-grade identity management through SSO, SAML, and RBAC.

Deployed on Azure
Private VPC for all LLM inference
SOC 2 Type II
FINRA-aligned data governance
Row-Level Security per client record

See How It Works

Book a live demo and we’ll walk you through the full advisor journey — from first client conversation to signed, compliant proposal — in 30 minutes.

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