Enable Integrations or automations with these events of adviserlogic and Parma
Triggers when a new relationship is created
Lists all existing groups
Lists all existing Relationships
Create note in a relationship
Creates a relationship
Get details of a Relationship
List all deals in the Parma account
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Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Learn MoreParma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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