Integrations

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Custodians & Portfolio Management

See summarized details from Addepar for a client’s portfolio in Wealthbox.

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Custodians & Portfolio Management

View, edit, and create Households, Contacts, Tasks, Notes, and Workflows in AdviceCloud with automatic syncing in Wealthbox.

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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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Marketing Tools

Create new contacts, get comprehensive contact summaries and tag new leads within Wealthbox from Anasova

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Insurance

Kick off the annuity selection process by sending contact record data from Wealthbox to Annuities Genius.

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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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Risk Analysis

Import client specific tags and notes related to their behavioral biases and personas from Atlas Point into Wealthbox.

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Marketing Tools

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

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Custodians & Portfolio Management

Bring Axos financial account information directly into a Wealthbox contact record to see account details, account balances and positions.

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Insurance

Guide clients into the best long-term care and life insurance plans utilizing Wealthbox contact information.

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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

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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Marketing Tools

Convert leads to new clients with two-way data sync between Catchlight and Wealthbox.

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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

Automatically create contacts from CircleBlack in Wealthbox and action Wealthbox tasks inside CircleBlack.

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Custodians & Portfolio Management

View client LPL Financial account information and demographic data from ClientWorks in Wealthbox and enjoy single sign-on between the two platforms.

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Other

Schedule meetings, create customizable agendas, generate meeting records and create follow up tasks with CogniCor’s AI assistant in Wealthbox.

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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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Communication Tools

Sync client data from Wealthbox to the CurrentClient app. See communication activity records from CurrentClient, as a note back in the Wealthbox contact record.

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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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Communication Tools

Seamlessly sync Contacts, Tasks, Events, Notes and more between Wealthbox and Econiq’s The Conversation Hub.

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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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Form Tools

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

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Custodians & Portfolio Management

Send Wealthbox client data to Flourish to pre-fill client applications and send invites.

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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

Use the integration to check calendar availability and expedite meeting scheduling.

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Calendar & Scheduling

Keep your calendar up to date automatically with directional sync.

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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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Calendar & Scheduling

Automate compliant customized scheduling and appointment reminder messaging.

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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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Other

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

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Calendar & Scheduling

Sync your Wealthbox calendar to your favorite calendar apps.

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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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Marketing Tools

Streamline personalized client communications by sending contact information between Wealthbox and Levitate.

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Communication Tools

Automatically pull up contact records in Wealthbox when receiving client calls.

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Marketing Tools

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

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Custodians & Portfolio Management

Maximize onboarding with Wealthbox contact information automatically populated in the Max dashboard.

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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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Risk Analysis

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

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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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Financial Planning

Send client data from Wealthbox to Optivice to kick off the debt management process. See updated client credit scores in Wealthbox from Optivice.

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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

Pre-fill thousands of forms in Quik! by leveraging 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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Marketing Tools

Sync prospect data across both Wealthbox and ReferTrac. Opportunities and tags are created within Wealthbox to track progress and outcomes.

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Other

Accelerate AI-powered information gathering with two-way sync between Wealthbox and Responsive.

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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

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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Document Storage

Automatically send info between Wealthbox and Citrix.

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Communication Tools

Log VoIP activities such as phone calls and text messages automatically inside Wealthbox.

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Other

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

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Payments

Pull client data from Wealthbox directly into a Smart Kx client contract. See status updates from Smart Kx as notes and tasks in Wealthbox.

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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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Custodians & Portfolio Management

Sync basic Wealthbox data like tasks, meetings and client demographic information or take it further by syncing customizable firm-specific data with Summit.

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Form Tools

Automatically send info between Wealthbox and SurveyMonkey.

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Marketing Tools

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

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Financial Planning

Import Wealthbox contacts into TIFIN Wealth and invite them to take a variety of financial risk, planning and personality assessments.

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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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Marketing Tools

See key data points including financial personality, decision making style, risk behavior and other relevant insights from Unitifi in a Wealthbox contact record.

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Estate Planning

See account status and updates on estate planning type, planning progress and last login to Wealth.com from within a Wealthbox contact record.

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Insurance

Send contact information from Wealthbox to start requests for life insurance plans. Track the status with progress and earning updates 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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