Integrations
Waterlily works inside the tools you already use.
Bring your clients into Waterlily from your CRM, invite them to build the most advanced long-term care plans available, and send every insight back to where your team already works. No double entry, no switching systems.
Import your clients
Pull client records straight from your CRM into Waterlily. No manual entry, no re-keying contact details.
Build the plan
Invite clients to complete a Waterlily long-term care plan: personalized cost projections, care timelines, and funding strategies built on their real data.
Sync insights back
Planning activity and key results flow back into your CRM automatically, so every client record stays complete and your practice stays audit-ready.
Push client records from your Salesforce pipeline into Waterlily, invite them to build a long-term care plan, and let the results post back to the account automatically. Your existing workflows stay exactly where they are.
Bring Wealthbox contacts into Waterlily in a single click and send them off to build their long-term care plan. Outcomes sync back as activity on the client's timeline, so nothing slips through the cracks and you never re-enter a thing.
Import your Redtail client files into Waterlily, invite each client to build a long-term care plan, and keep every result flowing back into Redtail and part of the Orion ecosystem.
We're working to make Waterlily fit your entire stack, from financial planning software to the other tools your practice runs on. Don't see the tool your team uses? Tell us what would help.
