Integrations
Connect your existing tools in minutes. Seamless integrations with 24+ platforms you already use, from CRM to accounting to compliance.
Connects with tools you already use
Ashta.ai integrates with the tools fund managers rely on every day.
Cloud infrastructure & document storage
Secure file sharing & storage
Data analytics & AI
Cloud storage & file sync
Automated meeting scheduling
Custodial platform integration
AI-powered assistant
Secure document sharing & tracking
eSignature & document workflows
AI meeting notes & transcription
Ledger data synchronization
Document automation platform
Google Workspace integration
CRM & marketing automation
CRM & business applications
Secure data management
Structured product marketplace
Email marketing automation
Investment subscription management
Voice & SMS communication
Transactional email delivery
Team communication
Communication APIs
AI workflow automation
Identity verification & KYC
Planning, Client Engagement
Cloud accounting
Workflow automation
Your favorite tool is missing?
We're constantly expanding our integration ecosystem. Reach out to let us know what you need.