Connecting your most used tools with Finpace is very easy, so head over to “integrations” in the menu bar. Hover over whichever tool you need to connect. Click once and follow the prompts. If you're on the prospect plan, you'll only have access to one (1) integration per user, which will be a CRM. Now, if you're on the scale plan, you'll have access to three (3) integrations per user, and if you're on enterprise, you'll have unlimited access to every tool we offer.
That's all you need to know about connecting your integrations. So we'll see you in the next video.
Data Sharing - Wealthbox
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