Integrations
Connect your existing tools in minutes. Seamless integrations with 100+ 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.
Scalable cloud infrastructure for secure data processing and document storage in Ashta.ai.
Enterprise file sharing and secure document storage, fully connected to your Ashta.ai workflows.
Unified data and AI platform for processing large-scale portfolio datasets within Ashta.ai.
Cloud storage and file sync that keeps your documents accessible across the Ashta.ai platform.
Automate meeting scheduling for client reviews and advisor check-ins without the back-and-forth.
SSO, account management, and fee submission via Schwab Advisor Center®, surfaced within Ashta.ai.
Advanced AI assistant embedded in Ashta.ai to power intelligent analysis, drafting, and Q&A tasks.
Securely share and track investor documents — know exactly when and how every file is reviewed.
eSignature and document workflow automation to accelerate onboarding and subscription execution.
AI-powered meeting transcription and note-taking so every client conversation stays fully searchable.
Connect Gmail, Drive, Calendar, and Docs to keep your entire advisory team fully in sync.
Deliver Ashta.ai alerts, reports, and workflow notifications to your team's Slack channels.
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