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.
Same lexicon scan, same review queue, same WORM archive — for outbound and inbound email. Postmark or SES underneath.
Two-way sync via Google Calendar and Microsoft Graph. Powers the booking page free/busy.
When X happens, do Y. Triggers: contact created, message inbound, segment entered, schedule, task overdue.
Multi-step nurture campaigns. Auto-exit on STOP or critical lexicon hit.
Send a doc, get a signed copy back, WORM-archive both with SHA-256.
Bearer or OAuth client_credentials. Per-key rate limits.
HMAC-SHA256 signed deliveries on every event. Replay-protected with timestamp.
Subscribe per-org channels for live inbox, review queue, and notifications.
Okta, Azure AD, OneLogin, ADFS. JIT user provisioning.
Standard /Users + /Groups. Auto-deactivate when IdP removes a user.
FINRA lexicon scan in any text input on any webpage.