Integrations | Wealthbox CRM

Calendar and Scheduling



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

RIA in a Box

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

Custodians & Portfolio Management


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

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


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


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

Charles Schwab

See financial account details, positions, and transactions from accounts held at Schwab on the contact record page in Wealthbox.


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


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


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

Veo | TD Ameritrade

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

Document Storage


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


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

Google Drive

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

Financial Planning


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


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

Orion Planning

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


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


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

Form Tools

Laser App

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


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

Pulse 360

Sync information between Pulse360 and Wealthbox that’s relevant to the pre/post meeting documentation process.

Marketing Tools


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

Constant Contact

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


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

FMG Suite

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

Lead Pilot

Sync clients and prospects in Wealthbox to Lead Pilot with a single click.


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


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



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

Risk Analysis


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


Store crucial client and prospect data from 3 of RiXtrema’s products in Wealthbox and generate leads.


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

Voice Dictation Tools


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

Mobile Assistant

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

VoiP & SMS


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


View archived SMS texts with clients directly in Wealthbox.


VoIP integration logs activities such as phone calls and text messages inside Wealthbox.

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


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


Google Chrome

Use Wealthbox CRM in a Chrome extension with other apps.

Google Mail

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


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


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


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