CRM & IntegrationWealth & Finance● Running at real firms now
Linq Connector
Connects your firm's text messaging (Linq) so client texts route, log, and audit automatically.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Client texting is invisible to the firm and impossible to audit.
What it does
✦Connects Linq messaging into the platform
✦Routes inbound client texts to the right person and logs every message
✦Powers Secure Client Texting behind the scenes
What it replaces
Untracked texting from personal phones.
Is it real?
Live for a wealth-management firm today.
Want to see how this fits your business?