Features for the Modern Financial Advisor

Partner Integrations

wealthbase

Wealthbase

Discover leads in a “prospect stream” and engage in compliant Q&A exchanges via Wealthbase.

emoney

eMoney

Access eMoney data from Wealthbox for easy account look up and single-sign-on.

veo

Veo | TD Ameritrade

Access client account information in Wealthbox and enjoy single sign-on.

albridge

Albridge

View aggregated multi-custodial data from hundreds of sources directly from the Wealthbox.

orion

Orion

View client account balances from Orion in Wealthbox and enjoy single sign-on.

blueleaf

Blueleaf

View Blueleaf balances, performance, allocation, and detailed holdings in Wealthbox.

advizr

Advizr

Send Wealthbox client data to Advizr and allow this with single sign-on ease.

money-guide-pro

MoneyGuidePro

Access MoneyGuidePro data from Wealthbox for easy account look up and single-sign-on.

rightcapital

RightCapital

With single sign-on transfer Wealthbox client info to RightCapital in one click.

riskalyze

Riskalyze

View Riskalyze client information in Wealthbox and access Riskalyze in one click.

laserapp

Laser App

Map and send your clients’ information in Wealthbox to populate forms in Laser App.

quik

Quik! Forms

Map and send your clients’ information in Wealthbox to populate forms in Quik!

twilio

Twilio

Click-to-call your clients from Wealthbox automatically document your call event.

slack

Slack

Get real-time notifications on Wealthbox updates and activity in Slack channels.

google-mail

Google Mail

Use “Wealthbox CRM for Chrome” to put CRM in your Gmail interface.

google-calendar

Google Calendar

Sync your Google Calendar with the Wealthbox Calendar with ease.

google-drive

Google Drive

Easily access client files in Google Drive via contact record pages in Wealthbox.

google-chrome

Google Chrome

Use Wealthbox CRM in a Chrome extension with other apps.

office-365

Office 365

Use “Wealthbox CRM for Chrome” to put CRM in your Office 365 interface.

constant-contact

Constant Contact

Send contact data from Wealthbox for email marketing campaigns in Constant Contact.

mailchimp

MailChimp

Send contact data from Wealthbox for email marketing campaigns in MailChimp.

aweber

AWeber

Send contact data from Wealthbox for email marketing campaigns in AWeber.

dropbox

Dropbox

Easily access client files in Dropbox via contact record pages in Wealthbox.

box

Box

Easily access client files in Box via contact record pages in Wealthbox.

twitter

Twitter

View social updates from your clients on their respective contact pages within Wealthbox.

zapier

Zapier

Create Zaps with triggers and actions to integrate your apps. (See below.)

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