Does MiOpsAI integrate with our CRM (Redtail, Wealthbox, Salesforce)?

MiOpsAI integrates with advisor CRMs at the operational surface, not by trying to replicate what the CRM already does well. Your CRM stays the source of truth for client relationship records, meeting history, activity tracking, and workflow templates.

What we integrate is the operational hooks: contact updates flowing from the CRM into MiOpsAI so that inbound communications land with the right client context attached, activity logging from MiOpsAI back into the CRM so that the CRM record stays complete, and outbound triggers where MiOpsAI drops meeting confirmations or scheduling links into client emails. For Redtail, Wealthbox, and Salesforce Financial Services Cloud, the operational hooks are available today through the platforms' APIs. For newer or smaller CRMs, we fall back to email-based integration and scheduled contact syncs.

Practically, this means client service associates stop retyping contact updates and activity notes across two systems. When LizziAI drafts a client response and the CSA sends it, the activity gets logged in the CRM automatically. When the advisor updates a client's mailing address in the CRM, the change flows into MiOpsAI so that outbound mail merges use the current address.

Deep bidirectional integration with Redtail and Wealthbox (the two most common independent-RIA CRMs) is in active development on the 2026 roadmap. For most firms, the loose operational coupling available today is enough because the CRM is not the bottleneck, the operational tools around the CRM are the bottleneck.

Portfolio management platforms (Orion, Tamarac, Black Diamond, Addepar) and planning software (eMoney, MoneyGuide, RightCapital) stay untouched. Substantive portfolio and planning content belongs there. MiOpsAI does not attempt to hold performance data or planning outputs. See the integrations FAQ set for the current integration surface.