Connect your
entire tech stack.

The Ecosystem

Institutional-grade connectivity for the modern RIA.

Quivr acts as the central engine, syncing data between Salesforce, custodians, and portfolio tools.

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Don't see your integration?

We support most major custodians. If your platform isn't listed, please inquire—chances are we support it.

Quivr Custom-Engineered

Advanced Integrations

Deep-link integrations built specifically by our engineering team to bridge the gap between Salesforce and your core advisor tools.

Charles Schwab

Custodial Data Sync

CurrentClient

Omnichannel Messaging

GReminders

Automated Scheduling

Holistiplan

Tax Planning Integration

Jump

AI Meeting Notes

Orion

Portfolio Management

Salesforce Ecosystem

Native Integrations

Quivr sits on the world's most connected CRM, giving you instant access to thousands of native integrations and AppExchange partners.

Acuity

Scheduling

AdvicePay

Payment Processing

Box

Document Management

Calendly

Scheduling

CloudFiles

File Management

DocuSign

e-Signature

Dropbox

Cloud Storage

Egnyte

File Management

Google Workspace

Collaboration

Jotform

Forms

Laser App

Form Filling

Mailchimp

Marketing

Match My Email

Email Integration

MyRepChat

Compliant Texting

Nitrogen

Risk Analytics

Opero

Automation

Outlook

Email & Calendar

PreciseFP

Data Intake

RingCentral

Communication

Smartria

Compliance

Zapier

Automation

Zoom

Video Meetings

Maximum Connectivity

Sync your stack. Scale your firm.

Don't see your favorite tool? Quivr's native Salesforce foundation allows us to connect with thousands of leading apps. Let's discuss your custom workflow needs.

Schedule a Discovery Call

See how the engine connects.