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Advisor Insights

Save Time and Increase Accuracy With Zapier

This web-based service can help you automate workflows based on your various apps and processes.

New technologies are making it easier than ever to run our advisory businesses more efficiently. Yet with each new tool we add, the more complex our daily workflows become, as we have to learn how to use new systems and effectively incorporate them into our processes. We may even have to cross reference multiple systems to ensure basic data is consistent, correct, and in front of the right people at the right time. 

While many fintech platforms are increasingly adding integrations with key advisory software and account custodians as a selling point, not all of our tools have a built-in ability to talk to each other. Thankfully, an app called Zapier exists to solve that problem, helping you and your team complete your workday more efficiently and effectively, with workflows and processes on autopilot.