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Synseus Intelligence

synseus.com
ExtensionWorkflow & Planning1 user
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Overview

AI-powered practice intelligence, surfaced in your CRM workflow. Works with Wealthbox and Redtail.

AI-powered practice intelligence for financial advisors, surfaced directly in Wealthbox and Redtail CRM.

Details

  • Version
    1.0.0
  • Updated
    June 3, 2026
  • Size
    15.75KiB
  • Languages
    English
  • Developer
    Synseus Inc.
    30 Fontainebleu Rd Brampton, ON L6P 1Z1 CA
    Website
    Email
    jp@pro.synseus.com
    Phone
    +1 416-799-9933
  • Trader
    This developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.

Privacy

Manage extensions and learn how they're being used in your organization
The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes
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