Receive client information and view account summaries, holdings, and transactions from Black Diamond reconciled accounts
View account details for a Wealthscape client and single-sign-on.
Access client account information in Wealthbox and enjoy single sign-on.
View Betterment client account balances and details directly from Wealthbox.
Access eMoney data from Wealthbox for easy account look up and single-sign-on.
View aggregated multi-custodial data from hundreds of sources directly from Wealthbox.
View client account balances from Orion in Wealthbox and enjoy single sign-on.
View Riskalyze client information in Wealthbox and access Riskalyze in one click.
Access RIA in a Box’s software platform to keep your firm in compliant practices.
View Blueleaf balances, performance, allocation, and detailed holdings in Wealthbox.
View Smart Asset leads within Wealthbox Contacts with an automated follow up task.
Send Wealthbox client data to Advizr and allow this with single sign-on ease.
Access MoneyGuidePro data from Wealthbox for easy account look up and single-sign-on.
With single sign-on transfer Wealthbox client info to RightCapital in one click.
Import, sync, and segment contacts for highly targeted digital marketing campaigns.
Connect to Financial Media Exchange’s content exchange for financial advisors.
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.
Dictate notes into Mobile Assistant and receive transcribed contact notes directly in Wealthbox.
Send contact data to Copytalk and transcribe contact notes directly into Wealthbox.
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.
Automatically document calls handled by Smith.ai’s virtual receptionist services inside your Wealthbox account.
View Tolerisk risk tolerance’s assessment tools to enhance your client experience.
Send contact data and archive client notes from Wealthbox to a centralized contact profile in ComplianceHero.
Easily transfer client data from Wealthbox to Yourefolio’s estate planning software.
Sync data across platforms, saving time and resources while ensuring accurate reporting.
Click-to-call your clients from Wealthbox automatically document your call event.
Get real-time notifications on Wealthbox updates and activity in Slack channels.
Use “Wealthbox CRM for Chrome” to put CRM in your Gmail interface.
Sync your Google Calendar with the Wealthbox Calendar with ease.
Easily access client files in Google Drive via contact record pages in Wealthbox.
Use Wealthbox CRM in a Chrome extension with other apps.
Use “Wealthbox CRM for Chrome” to put CRM in your Office 365 interface.
Send contact data from Wealthbox for email marketing campaigns in Constant Contact.
Send contact data from Wealthbox for email marketing campaigns in MailChimp.
Send contact data from Wealthbox for email marketing campaigns in AWeber.
Easily access client files in Dropbox via contact record pages in Wealthbox.
Easily access client files in Box via contact record pages in Wealthbox.
View social updates from your clients on their respective contact pages within Wealthbox.
Create Zaps with triggers and actions to integrate your apps. (See below.)
Get started in 15 seconds.
Schedule it now with Amber.