Sheetgo for G Suite - Connect Google Sheets, Excel & CSV. Import, export, merge and filter data automatically.

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

DoDone for G Suite - Dead simple project managment with digital post-its. A no frills project management tool which enables you to oversee all of your shared and individual tasks in one place! #clean #lean #collaborative. Built on Google Drive

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Mail Merge for G Suite - Create your mail template as a draft in Gmail and merge it with your Sheet data. You can use this syntax: {{Column Header}}

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...