Integrations

AdvisorOne connects effortlessly with the tools you already use — bringing your CRM, portfolio management, and data systems into one unified experience. No silos, no duplicate work — just a streamlined, connected workflow.

Built to fit your existing tech stack

AdvisorOne integrates seamlessly with trusted custodians and advisor tools, bringing your entire ecosystem together inside a relationship-driven Microsoft Dynamics 365 platform — without forcing you to change how you work.

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Unified Custodial Feeds
and Data Sources

Connect your technology through a conversational CRM purpose-built for wealth management. AdvisorOne integrates with leading custodial feeds and data providers, ensuring client data flows seamlessly into one secure platform — giving you a complete, connected view to strengthen and deepen client relationships.

Canada
AmiPro Assante Aviso / Credential / Qtrade Betterment BMO BMO Capital Markets BMO Institutional Services BMO Investor Line BMO Nesbitt Burns BMO Private Investment Management BMO Private Wealth Broadridge Financial Solutions Canadian Western Trust CI Investment Services (formerly BBS Securities) CIBC Capital CIBC Capital Markets CIBC Mellon Canada CIBC Morgan Meighen CIBC Pender Fund CIBC Record Keeping CIBC World Markets Inc. CIBC World Markets Inc. Common Wealth Custody Computershare Concentra Financial Cowan Prime Services Credential Managed Account Data Access Ziplink Dataphile Deposit Broker Services Desjardins Security Desjardins Trust DS Data Dundee E*TRADE Advisor Services Fidelity Clearing Canada Fidelity Investments Fidelity Wealth Central Fix Flyer Trading Folio Financial Fundserv Fundserv Byde Signation Type Gemini Trust Company Genuity / Pinnacle Custody Services GIC Invest IDC World Insurance Network IMB Book of Record Systems Independent Insurance Network Independent Trading Network Interactive Brokers Canada Kyndryl (IBM) Laurentian Bank Macquarie Bank MRS Systems National Advisors Trust Company National Bank Trust National Financial Services LLC NBIN / National Bank NBIN TRUST Northern Trust Company Olympia Trust Penson Financial Services Canada Pinnacle Custody Services Prime Brokerage TD Securities Questrade Inc. Rational Portfolio Manager Raymond James Canada Raymond James Financial Raymond James Ltd. RBC Private Wealth RBC Wealth Management Canada Royal Bank Dexia Royal Bank Dominion Royal Bank Investor & Treasury Services Royal Bank of Canada Royal Bank of Canada Capital Market Royal Bank Unitrax Royal Bank USA Holdco Scotia McCleod Scotiabank Scotiabank Prime Services Scotiabank Single Currency Amounts Scotiabank Wealth Management Scottrade Advisor Securities SEIC SGGG Fund Services TD Bank TD Direct Investing TD Prime Brokerage TD Waterhouse Institutional Services TD Wealth UBS Bank Canada Unitrax CIBC Univeris
USA
Allbridge Alphadesk Ameritrade Apex Custody Axos Advisor Services Bloomberg BMO Harris Bank BNY Broadridge Financial Solutions Cambridge Investment Research CIBC BNY Mellon Citi Private Bank / Custody Services Data Access Ziplink (DAZL) DST Systems E*Trade Eaglebrooke Exeter Trust Company FeeX Inc. / Pontera Fidelity Institutional Custody Services Fidelity Wealth Central First Clearing LLC Folio Institutional Gemini Trust Company Global Plus System Goldman Sachs Great American Insurance Group Hilltop Interactive Brokers USA Jefferson Financial JP Morgan Securities Lincoln Financial Merrill Lynch Wealth Management Millennium Trust Company Morgan Stanley Private Wealth Management MorningStar MSS Download System Multi Currency National Advisors Trust Company National Financial Services LLC Nationwide Advisory Solutions Nikko Funds Online Payment Services Orion Penson Financial Services USA PERSHING Custody Services Raymond James Financial Raymond James Ltd. Robert Wilson Baird Royal Bank US Schwab Broker Dealer Security Benefit SEIC State Street Tax Exempt Fidelity TD Ameritrade Testford Bank TIAA TIAA CREF Financial Services Trade PMR Wells Fargo Trust Company of America UBS Emerge UBS USA UBS Vestmark Manager US Bank
International
Bermuda Commercial Bank CIBC Cayman Intl Deutsch Bank DS Data Royal Bank Channel Islands

AdvisorOne Verified Apps

We go beyond direct integrations by carefully selecting and validating best-in-class apps from Microsoft AppSource. Each verified app meets our standards for security, reliability, and advisor relevance — so you can streamline operations and spend more time with clients.

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Track365

Portfolio and advisor workflow extensions for Dynamics

Continuum

Wealth management data and reporting tools

Ring Central

Cloud calling and messaging

Docusign

Secure digital signatures

Teams

Integrated voice and collaboration

Ready to get started?

See how AdvisorOne can simplify your workflows, connect your data, and help you scale your practice with confidence.

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