Integrations
Execution-ready across your entire stack
A pure overlay — Nexhelm reads and writes into the systems you already run. Everything below is live today unless marked coming soon, with new connectors added on firm demand.
Every connector, by category
Grouped by the part of the workflow they power — meetings and email through custodians, planning, and e-signature.
Meetings & Calendar
- Zoom
- Microsoft Teams
- Google Meet
- Google Calendar
- Calendly
- OnceHub
Email & Messaging
- Gmail
- Microsoft Outlook
- Slack
CRM
- Salesforce
- Microsoft Dynamics 365
- HubSpot
- Redtail
- AdvisorEngine
- Wealthbox
- Zoho CRM
- Practifi
- Pipedrive
- Daylite · ActiveCampaign · GoHighLevel
Documents
- Google Drive
- Google Docs · Sheets · Slides
- Microsoft OneDrive · SharePoint
- Dropbox · Box · ShareFile
- Zoho WorkDrive
- Airtable
- Notion
- Monday.com
E-Signature
- DocuSign
Sales Intelligence
Custodians
- Schwab Advisor Services
- Fidelity Advisor Central
- Pershing
- Altruist
Portfolio & Reporting
- Orion
- Black Diamond · Tamarac
- Advyzon · Deepvest
- Addepar Coming soon
Financial & Tax Planning
- eMoney · RightCapital
- MoneyGuide Pro
- Holistiplan (tax)
- PreciseFP
Identity & Estate
- Persona (KYC)
- Wealth.com (estate)
Client Engagement
- Levitate
- Mailchimp
- Flourish
Billing & Payments
- AdvicePay
Account Aggregation
- Plaid Coming soon
- Akoya Coming soon
- ByAllAccounts Coming soon
Research & Market Data
- YCharts Coming soon
- AlphaSense Coming soon
Deal Sourcing
- Grata Coming soon
- PitchBook Coming soon
- S&P Capital IQ Coming soon
Relationship Intelligence
- Affinity Coming soon
- 4Degrees Coming soon
Need another integration?
We add connectors based on firm demand — tell us what your stack runs on.
Request a connector