The Active Integrations section in the Enterprise Hub shows which advisors in your fleet have connected their accounts to supported third-party platforms. It’s a quick way to monitor platform adoption and identify opportunities to increase advisor engagement.
What You'll See
This section currently tracks integration data for advisors with an active Campaigns subscription. You’ll see how many advisors are connected to each of the following platforms:
- Salesforce
- Redtail
- Wealthbox
- Catchlight
- X (formerly Twitter)
- LinkedIn
Clicking on any platform will open a drawer on the right-hand side with a list of advisors who have connected that integration.