Integrated
Integrated: Powering RIA growth through smarter proposals.
"Integrated is a sales enablement platform designed to streamline the proposal generation process for Registered Investment Advisors. It empowers firms to create customized, compliant, and visually appealing proposals that resonate with prospective clients, ultimately driving business development efforts."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Integrated helps RIAs generate data-driven proposals to attract new clients and increase AUM."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Integrated integrates into institutional RIA stacks.
Alternative Peer Landscapes
Advisor.com
Advisor.com: Powering Advisor Lead Generation & Business Development.
Advisor I/O
Grow your RIA with powerful digital marketing.
Benji
Grow your RIA with targeted lead generation.
Catalyst
Catalyst: Powering RIA Growth Through Digital Marketing.
Conquest
Convert leads into clients with intelligent sales acceleration.
Couple
Win 401(k) clients with powerful, customized proposals.