Integrations
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Connect seamlessly with the tools you love.
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The integration between Addepar and Wealthbox allows advisors using Wealthbox to see summarized details from Addepar for a client’s portfolio.
View, edit, and create Households, Contacts, Tasks, Notes, and Workflows in AdviceCloud with automatic syncing in Wealthbox.
Streamline CRM operations with billing and payment solutions for fee-for-service financial planning.
Nurture clients with personalized content using the two-way sync between Wealthbox and AdvisorStream.
View aggregated multi-custodial data from hundreds of sources directly from Wealthbox.
Combine customer data in Wealthbox with the custodial data available on the Altruist platform—with no manual re-entry required.
Kick off the annuity selection process by sending contact record data from Wealthbox to Annuities Genius.
Quickly build out household visuals within Asset-Map using Wealthbox contacts.
Link contact records from Wealthbox to clients and households in AssetBook.
Import client specific tags and notes related to their behavioral biases and personas from Atlas Point into Wealthbox.
Send contact data from Wealthbox for email marketing campaigns in AWeber.
Bring Axos financial account information directly into a Wealthbox contact record to see account details, account balances and positions.
Guide clients into the best long-term care and life insurance plans utilizing Wealthbox contact information.
Deepen client relationships and convert more prospects with the help of proactive and impactful advice.
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.
Easily access client files in Box via contact record pages in Wealthbox.
Link contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside BridgeFT.
Link clients from Capitect to contacts in Wealthbox to view account details all in one place.
The two-way data sync between Catchlight and Wealthbox helps advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients.
Use Single Sign-On 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.
Send contact data from Wealthbox for email marketing campaigns in Constant Contact.
Send contact data to Copytalk and transcribe contact notes directly into Wealthbox.
Sync client data from Wealthbox to the CurrentClient app. See communication activity records from CurrentClient, as a note back in the Wealthbox contact record.
Import financial personality, attitudes, risk tolerance, and other behavioral assessment results from DataPoints into Wealthbox.
Send contact information from Wealthbox directly to Docupace to pre-fill account opening forms and more.
Easily access client files in Dropbox via contact record pages in Wealthbox.
Seamlessly sync Contacts, Tasks, Events, Notes and more between Wealthbox and Econiq’s The Conversation Hub.
Access eMoney data from Wealthbox for easy account look up and single-sign-on.
View account details for a Wealthscape client and single-sign-on.
Connect to Financial Media Exchange’s content exchange for financial advisors.
Expedite client onboarding and engagement with the bi-directional integration between Wealthbox + Finpace.
Import, sync, and segment contacts for highly targeted digital marketing campaigns.
Transfer client data from Wealthbox to FP Alpha’s AI-driven financial planning software.
Launch fpPathfinder interactive financial planning checklists directly from Wealthbox.
Easily access client files in Google Drive via contact record pages in Wealthbox.
Automate compliant customized scheduling and appointment reminder messaging.
Import Wealthbox contacts into Healthpilot to pair clients with a suitable Medicare plan.
Transfer information between Wealthbox and Holistiplan’s automated tax return analysis.
Pre-populate client information from Wealthbox to create/update client records through Hubly.
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.
Map and send your clients’ information in Wealthbox to populate forms in Laser App.
Sync clients and prospects in Wealthbox to Lead Pilot with a single click.
Create contact records in Wealthbox for leads collected through advertising campaigns.
Streamline personalized client communications by sending contact information between Wealthbox and Levitate.
The integration between Wealthbox and Lightspeed voice automatically adds call records and recordings to the client record in Wealthbox.
Send contact data from Wealthbox for email marketing campaigns in MailChimp.
The data-sync between Max and Wealthbox expedites the set up process by providing accurate client information to help maximize client interest rates.
Dictate notes into Mobile Assistant and receive transcribed contact notes directly in Wealthbox.
Access MoneyGuide data from Wealthbox for easy account look up and single-sign-on.
View Nitrogen client information in Wealthbox and access Nitrogen in one click.
Create new Wealthbox Contacts, Tasks, Notes, or Events from OnceHub bookings.
See digital asset holdings like Bitcoin, Ethereum, Filecoin, and many others on the contact record page in Wealthbox.
Send client data from Wealthbox to Optivice to kick off the debt management process. See updated client credit scores in Wealthbox from Optivice.
View client account balances from Orion in Wealthbox and enjoy single sign-on.
Send Wealthbox client data to Orion Planning and allow this with single sign-on ease.
Enjoy the two 2-way sync between Wealthbox and Outlook Calendar hosted on Exhange and Office 365.
Enjoy the two 2-way sync between Wealthbox and Outlook email hosted on Exhange and Office 365.
Sync data across platforms, saving time and resources while ensuring accurate reporting.
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.
Sync contacts from Wealthbox to ReachStack for automated content sharing, revenue nurturing and interest tracking.
The bidirectional sync between Wealthbox and Responsive keeps data consistent across platforms.
Access RIA in a Box’s software platform to keep your firm in compliant practices.
Use single sign-on to transfer Wealthbox client info to RightCapital in one click.
Create Wealthbox Notes, Tasks or Events from ended calls or received RingCentral SMS messages.
Store crucial client and prospect data from 3 of RiXtrema’s products in Wealthbox and generate leads.
Use single-sign-on and view client accounts from SEI’s platform on contact records in Wealthbox.
VoIP integration logs activities such as phone calls and text messages inside Wealthbox.
View SmartAsset leads within Wealthbox Contacts with an automated follow up task.
Automatically document calls handled by Smith.ai’s virtual receptionist services inside your Wealthbox account.
Send contact data from Wealthbox for automated marketing strategies in Snappy Kraken.
Send contact data from Wealthbox to TIFIN Clout’s content marketing platform.
Import Wealthbox contacts into TIFIN Wealth and invite them to take a variety of financial risk, planning and personality assessments.
View Tolerisk risk tolerance’s assessment tools to enhance your client experience.
Provide direct referrals to Trust & Will’s estate planning services and track clients’ progress directly in Wealthbox.
Click-to-call prospects and clients from Wealthbox and automatically document your call event.
See account status and updates on estate planning type, planning progress and last login to Wealth.com from within a Wealthbox contact record.
Send contact information from Wealthbox to start requests for life insurance plans. Track the status with progress and earning updates within Wealthbox.
Create new Wealthbox Contacts, Tasks, Notes, or Events from new YouCanBook.Me bookings.
Easily transfer client data from Wealthbox to Yourefolio’s estate planning software.
Want to build an integration? Check out the Wealthbox API and our Partnerships page.
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