Live connectors for the tools advisors actually use.
Bidirectional contact sync + every SMS/RCS/voice call lands as a Redtail activity. Per-user UserKey auth.
Contact sync + activity push via the Access Token API. Same shape as Redtail under the hood.
SMS · MMS · RCS · Voice · 10DLC. Tier-1 US carrier — direct, no resellers.
Kept for migration during the Bandwidth cutover. New orgs land on Bandwidth.
Bridge inbound calls to your cell. Click-to-call from the web app. 100 min/mo included.
All client-data AI runs on-prem. No PII to cloud LLMs.
Marketing copy + public templates. Never gets a contact name.
WORM archive in Compliance mode. Cohasset-attested.
Immutable infra audit log in a separated AWS account.
Transactional + journaled email.
Bearer or OAuth client_credentials.
Inbound message, DLR, voice events, billing.
FINRA lexicon scan in any text input on any webpage.