Integrations | Wealthbox CRM

Partner Integrations

Black Diamond

Receive client information and view account summaries, holdings, and transactions from Black Diamond reconciled accounts

Fidelity

View account details for a Wealthscape client and single-sign-on.

Veo | TD Ameritrade

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

Betterment for Advisors

View Betterment client account balances and details directly from Wealthbox.

eMoney

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

Albridge

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

Orion

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

Riskalyze

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

RIA in a Box

Access RIA in a Box’s software platform to keep your firm in compliant practices.

Blueleaf

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

SmartAsset

View Smart Asset leads within Wealthbox Contacts with an automated follow up task.

Advizr

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

MoneyGuidePro

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

RightCapital

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

FMG Suite

Import, sync, and segment contacts for highly targeted digital marketing campaigns.

FMeX

Connect to Financial Media Exchange’s content exchange for financial advisors.

Laser App

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

PreciseFP

Enjoy PreciseFP’s forms tool used by financial advisors, now integrated with Wealthbox.

Mobile Assistant

Dictate notes into Mobile Assistant and receive transcribed contact notes directly in Wealthbox.

Copytalk

Send contact data to Copytalk and transcribe contact notes directly into Wealthbox.

Intulse

Automatically create call logs within your Wealthbox account using Intulse’s VOIP phone system for businesses.

MyRepChat

View archived SMS texts with clients directly in Wealthbox.

Smith.ai

Automatically document calls handled by Smith.ai’s virtual receptionist services inside your Wealthbox account.

Tolerisk

View Tolerisk risk tolerance’s assessment tools to enhance your client experience.

ComplianceHero

Send contact data and archive client notes from Wealthbox to a centralized contact profile in ComplianceHero.

Yourefolio

Easily transfer client data from Wealthbox to Yourefolio’s estate planning software.

Panoramix

Sync data across platforms, saving time and resources while ensuring accurate reporting.

Twilio

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

Slack

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

Google Mail

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

Google Calendar

Sync your Google Calendar with the Wealthbox Calendar with ease.

Google Drive

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

Google Chrome

Use Wealthbox CRM in a Chrome extension with other apps.

Office 365

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

Constant Contact

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

MailChimp

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

AWeber

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

Dropbox

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

Box

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

Twitter

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

Zapier

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

Featured Wealthbox Integrations via Zapier

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