Sofia connects to Pax8
Built around how your firm uses Pax8
Sofia connects to Pax8 with your IT lead's agreement. Our team builds the actions your firm needs on that connection within a month, and turns them into skills your whole team can run.
Anything on your never-touch list stays out, and anything that writes to Pax8 can wait for a person's approval.
Works well with
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
- AuvikNetwork monitoring and management for IT service providers
BigCommerceE-commerce platform for online stores- BullhornApplicant tracking and CRM for staffing agencies
- Charles SchwabBrokerage accounts, positions and trading
See what Sofia would do in your Pax8
Score your firm in three minutes, or talk to our team.