Advium

YOUR PRACTICE, CONNECTED

Your tools.
One advice workspace.

Less switching between systems.
More context for the client in front of you.

EXPLORE THE CONNECTION

Find your tools.

See what each connection can do,
how it fits and where to start.

Reset

28 connectors. Availability and setup vary by connection.

Your tech stack

WorkSorted

CRM & workflow

Link client records, keep jobs in view and publish reviewed meeting notes.

Enhanced workspace pilotExplore WorkSorted

DocuSign

Signing

A signing journey from document preparation to the Advium client portal.

Development previewExplore DocuSign

Gmail

Email & calendar

Bring client email context and reviewed follow-ups into your workspace.

Requires firm setupExplore Gmail

Google Calendar

Email & calendar

Bring online meetings into Advium and connect the conversation to its next steps.

Requires firm setupExplore Google Calendar

Annature

Signing

Explore document signing options for your firm.

Availability on requestExplore Annature

Outlook

Email & calendar

Bring client-matched Microsoft email history into your advice workflow.

Requires firm setupExplore Outlook

Outlook Calendar

Email & calendar

Connect your Microsoft calendar to your Advium meeting workflow.

Requires firm setupExplore Outlook Calendar

Dropbox

Files

Explore client document filing with your firm’s Dropbox.

Availability on requestExplore Dropbox

Google Drive

Files

A planned connection for selected Google Drive documents.

PlannedExplore Google Drive

OneDrive

Files

A planned connection for your Microsoft document workflow.

PlannedExplore OneDrive

Microsoft Teams

Meetings

Import a meeting transcript for a draft file note you can review.

Transcript importExplore Microsoft Teams

Zoom

Meetings

Turn an imported meeting transcript into reviewed follow-through.

Transcript importExplore Zoom

Aircall

Phone

Explore bringing client call context into Advium.

Availability on requestExplore Aircall

Webex

Phone

Explore client call and meeting context for your Webex setup.

Availability on requestExplore Webex

Pipedrive

CRM & workflow

Explore how your prospect pipeline can connect with advice.

Availability on requestExplore Pipedrive

ProductRex

Product & platform data

Discuss product comparison access for your firm.

Availability on requestExplore ProductRex

Morningstar

Product & platform data

Discuss fund data access through your firm’s provider entitlements.

Availability on requestExplore Morningstar

Netwealth

Product & platform data

Explore platform data access for your firm’s advice workflow.

Availability on requestExplore Netwealth

HUB24

Product & platform data

Explore platform data access for your firm’s advice workflow.

Availability on requestExplore HUB24

Praemium

Product & platform data

Explore platform data access for your firm’s advice workflow.

Availability on requestExplore Praemium

Xero

Accounting

A planned connection for accounting context in advice.

PlannedExplore Xero

Calendly

Email & calendar

Share your scheduling links in client and prospect emails.

Booking linksExplore Calendly

MCP & AI apps

Claude

AI app

Explore Advium tools from a compatible Claude connection.

Compatible setup requiredExplore Claude

ChatGPT

AI app

Explore Advium tools from a compatible ChatGPT connection.

Compatible setup requiredExplore ChatGPT

Cursor

AI app

Connect Advium tools to a compatible AI editor workflow.

Compatible setup requiredExplore Cursor

Gemini

Google AI

Explore Advium tools through an MCP-compatible Gemini setup.

Compatible setup requiredExplore Gemini

Grok

Model via API

Explore Advium tools through a custom xAI API workflow.

API setup requiredExplore Grok

Other MCP client

Custom client

Connect a compatible AI app through Advium’s MCP service.

Compatible setup requiredExplore Other MCP client

START WITH YOUR WORKFLOW

Let’s connect the dots.

Bring your list of tools. We’ll walk through what fits your firm.

Explore it in a demo ↗