AI integrations
AI integrations, built on the tools you already use.
Our AI integrations install both operating systems on your existing stack — your CRM, your custodian portal, your Slack or Discord — no rip-and-replace, no new platform to learn, and you keep your accounts and your data. We layer AI automation on top of tools like Redtail, Wealthbox, GoHighLevel, and n8n. Don’t see yours? We connect to almost anything with an API or webhook.
RIA stack
What the Fiduciary Onboarding Engine connects
Agency stack
What the 1-Week Delivery Engine runs on
CRM & automation
FAQ
Common questions.
What tools do you integrate with?+
Both operating systems are built as AI integrations on your existing stack. For independent RIAs that means Redtail, Wealthbox, eMoney, RightCapital, and your custodian portals. For web-design agencies it means Slack, Discord, WordPress, Webflow, and Figma. For CRM and automation we build on GoHighLevel and n8n — see the GoHighLevel and n8n pages below. If a tool has an API or webhook, we can connect it.
Do these AI integrations replace my current tools?+
No. There’s no rip-and-replace — we layer AI automation on top of the tools you already run, on your own accounts, so you keep your data and your stack. The AI integration reads and writes only the records you approve.
Don’t see your tool?
We connect to almost anything with an API or webhook. Start with a free teardown and we’ll map what we can automate on your exact stack.
Free teardown · 2 build slots + 2 advisory retainer seats · Build-Until-It-Works guarantee