Integrations

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Custodians & Portfolio Management

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

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Payments

Streamline CRM operations with billing and payment solutions for fee-for-service financial planning.

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Marketing Tools

Nurture clients with personalized content using the two-way sync between Wealthbox and AdvisorStream.

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Custodians & Portfolio Management

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

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Custodians & Portfolio Management

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

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Calendar & Scheduling

Connect Wealthbox with Apple Calendar.

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Other

Automatically send info between Wealthbox and Asana.

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Financial Planning

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

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Custodians & Portfolio Management

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

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Marketing Tools

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

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Communication Tools

Automatically send info between Wealthbox and benjamin.

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Marketing Tools

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

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Custodians & Portfolio Management

View Betterment client account balances and details directly from Wealthbox.

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Custodians & Portfolio Management

Expedite client onboarding and engagement with the bi-directional integration between Wealthbox + Bitsy.

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Custodians & Portfolio Management

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

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Custodians & Portfolio Management

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

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Marketing Tools

Automatically send info between Wealthbox and BombBomb.

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Document Storage

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

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Custodians & Portfolio Management

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

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Calendar & Scheduling

Automatically send info between Wealthbox and Calendly.

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Custodians & Portfolio Management

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

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Custodians & Portfolio Management

Use Single Sign-On and see account details, positions, and transactions from accounts held at Schwab on Wealthbox contact record pages.

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Custodians & Portfolio Management

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

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Document Storage

Automatically send info between Wealthbox and Citrix.

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Marketing Tools

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

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Voice Dictation Tools

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

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Risk Analysis

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

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Form Tools

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

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Form Tools

Automatically send info between Wealthbox and Docusign.

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Document Storage

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

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Document Storage

Automatically send info between Wealthbox and Egnyte.

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Financial Planning

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

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Document Storage

Automatically send info between Wealthbox and Evernote.

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Custodians & Portfolio Management

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

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Marketing Tools

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

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Marketing Tools

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

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Form Tools

Automatically send info between Wealthbox and Formstack.

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Financial Planning

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

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Financial Planning

Launch fpPathfinder interactive financial planning checklists directly from Wealthbox.

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Calendar & Scheduling

Two-way sync with your calendar

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Other

Use Wealthbox in a Chrome extension with other apps.

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Document Storage

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

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Communication Tools

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

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Calendar & Scheduling

Automatically send info between Wealthbox and GoToMeeting

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Form Tools

Automatically send info between Wealthbox and Gravity Forms.

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Other

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

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Financial Planning

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

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Financial Planning

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

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Calendar & Scheduling

Integrate Wealthbox with your favorite calendar apps using two-way sync.

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Other

Gather client feedback, ratings and reviews in Wealthbox.

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Other

Activate over 1,000 integrations with Wealthbox through Integrately.

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Other

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

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Communication Tools

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

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Communication Tools

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

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Form Tools

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

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Marketing Tools

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

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Marketing Tools

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

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Communication Tools

The integration between Wealthbox and Lightspeed voice automatically adds call records and recordings to the client record in Wealthbox.

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Marketing Tools

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

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Voice Dictation Tools

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

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Financial Planning

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

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Communication Tools

View archived SMS texts with clients directly in Wealthbox.

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Calendar & Scheduling

Create new Wealthbox Contacts, Tasks, Notes, or Events from OnceHub bookings.

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Document Storage

Automatically send info between Wealthbox and OneDrive.

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Custodians & Portfolio Management

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

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Custodians & Portfolio Management

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

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Financial Planning

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

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Calendar & Scheduling

Enjoy the two 2-way sync between Wealthbox and Outlook Calendar hosted on Exhange and Office 365.

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Communication Tools

Enjoy the two 2-way sync between Wealthbox and Outlook email hosted on Exhange and Office 365.

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Custodians & Portfolio Management

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

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Form Tools

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

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Form Tools

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

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Form Tools

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

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Marketing Tools

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

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Compliance

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

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Financial Planning

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

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Communication Tools

Create Wealthbox Notes, Tasks or Events from ended calls or received RingCentral SMS messages.

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Risk Analysis

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

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Risk Analysis

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

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Custodians & Portfolio Management

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

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Communication Tools

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

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Other

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

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Marketing Tools

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

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Communication Tools

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

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Marketing Tools

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

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Risk Analysis

Automatically send info between Wealthbox and Stratifi.

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Form Tools

Automatically send info between Wealthbox and SurveyMonkey.

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Custodians & Portfolio Management

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

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Marketing Tools

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

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Risk Analysis

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

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Risk Analysis

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

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Risk Analysis

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

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Estate Planning

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

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Communication Tools

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

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Other

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

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Form Tools

Automatically send info between Wealthbox and Wufoo.

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Calendar & Scheduling

Create new Wealthbox Contacts, Tasks, Notes, or Events from new YouCanBook.Me bookings.

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Estate Planning

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

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Other

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

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