Integrations
Building with WealthCounsel
WealthCounsel partners with organizations that have products or services that can combine with our software to streamline our members' processes and make their firms more efficient. Improving and protecting the quality of our integrations is of the utmost importance to us. Are you interested in partnering with WealthCounsel? Click below to begin the process of becoming an integration partner.
LEAP
Firms can access WealthCounsel’s document drafting directly within LEAP’s practice management software, enabling single data entry and automatic saving of drafted documents to the LEAP matter.
Clio
The integration between Clio and WealthCounsel pushes new or updated contacts and matters details into WealthCounsel's drafting solutions.
DecisionVault
Let your clients fill in the DecisionVault questionnaire - then sync the contacts in full detail over to WealthCounsel and your other legal tools in seconds.
Practice Panther
The integration between PracticePanther and WealthCounsel allows for the synchronization of data between the two platforms.
Rest
Offer clients an automated online planning experience with Rest and sync contacts to WealthCounsel. Dedicate more time to clients and less time on their file.