Integrations | Wealthbox CRM

Partner Integrations

AdvicePay

This integration provides advisors with both streamlined operations and expanded choices in how they bill for their services.

Advizr

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

Albridge

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

AWeber

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

Betterment for Advisors

View Betterment client account balances and details directly from Wealthbox.

Black Diamond

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

Blueleaf

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

Box

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

Bridge

Link contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside Atlas.

ComplianceHero

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

Constant Contact

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

Copytalk

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

Dropbox

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

eMoney

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

Fidelity

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

FMeX

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

FMG Suite

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

Google Calendar

Sync your Google Calendar with the Wealthbox Calendar with ease.

Google Chrome

Use Wealthbox CRM in a Chrome extension with other apps.

Google Drive

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

Google Mail

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

Intulse

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

Laser App

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

MailChimp

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

Mobile Assistant

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

MoneyGuidePro

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

MyRepChat

View archived SMS texts with clients directly in Wealthbox.

Office 365

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

Orion

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

Panoramix

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

PreciseFP

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

RIA in a Box

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

RightCapital

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

Riskalyze

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

Slack

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

SmartAsset

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

Smith.ai

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

Veo | TD Ameritrade

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

Tolerisk

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

Twilio

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

Twitter

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

Yourefolio

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

Zapier

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

Featured Wealthbox Integrations via Zapier

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