Features for the Modern Financial Advisor

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

Sync your Google Calendar with the Wealthbox Calendar with ease.

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

Automatically send info between Wealthbox and Benjamin.

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

Sync contact details and see notes in Wealthbox when new nudges are posted or marked as complete.

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 Smith.ai’s virtual receptionist services inside your Wealthbox account.

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

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

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

The integration between Addepar and Wealthbox allows advisors using Wealthbox to see summarized details from Addepar for a client’s portfolio.

Combine customer data in Wealthbox with the custodial data available on the Altruist platform—with no manual re-entry required.

Link contact records from Wealthbox to clients and households in AssetBook.

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

View Betterment client account balances and details directly from Wealthbox.

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.

Link clients from Capitect to contacts in Wealthbox to view account details all in one place.

Use SSO and see account details, positions, and transactions from accounts held at Schwab on Wealthbox contact record pages.

Contacts created in CircleBlack will automatically be created in Wealthbox. Additionally, Wealthbox tasks are actionable in CircleBlack.

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

See digital asset holdings like Bitcoin, Ethereum, Filecoin, and many others on the contact record page in Wealthbox.

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.

Use single-sign-on and view client accounts from SEI’s platform on contact records in Wealthbox.

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

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

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

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

Provide direct referrals to Trust & Will’s estate planning services and track clients’ progress directly in Wealthbox.

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

Quickly build out household visuals within Asset-Map using Wealthbox contacts.

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

Transfer client data from Wealthbox to FP Alpha’s AI-driven financial planning software.

Launch fpPathfinder interactive financial planning checklists directly from Wealthbox.

Transfer information between Wealthbox and Holistiplan’s automated  tax return analysis.

Pre-populate client information from Wealthbox to create/update client records through Hubly.

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

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

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

Create high-converting forms and landing pages that sync data to Wealthbox in real time.

Send contact information from Wealthbox directly to Docupace to pre-fill account opening forms and more.

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.

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

Quik! lets users pre-fill thousands of forms leveraging the contact information directly from Wealthbox.

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

Deepen client relationships and convert more prospects with the help of proactive and impactful advice.

Send contact data from Wealthbox to Clout’s content marketing platform.

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

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

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

Create contact records in Wealthbox for leads collected through advertising campaigns.

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

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

Sync contacts from Wealthbox to ReachStack for automated content sharing, revenue nurturing and interest tracking.

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

Send contact data from Wealthbox for automated marketing strategies in Snappy Kraken.

Import financial personality, attitudes, risk tolerance, and other behavioral assessment results from DataPoints into Wealthbox.

Import contacts from Wealthbox to quickly invite clients to take the TIFIN Personality financial personality test.

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.

Automatically send info between Wealthbox and Stratifi.

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

Import Wealthbox contacts into Totum to quickly send questionnaires and maintain risk scores in investment portfolios.

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

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

Use Wealthbox CRM in a Chrome extension with other apps.

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

Import Wealthbox contacts into Healthpilot to pair clients with a suitable Medicare plan.

Indyfin partners with Wealthbox to help advisors gather client feedback, ratings and reviews.

Activate over 1,000 integrations-old with Wealthbox through Integrately.

Integrate Wealthbox and over 650 of your favorite apps via Integromat!

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.

Integrate Wealthbox and over 2,000 of your favorite apps via Zapier!