Integrations /Risk Analysis

Get started with Wealthbox + RiXtrema

Modern CRM integrated with wealth-tech services.


RiXtrema is a fiduciary database and analytics engine for advisors that work with both retirement plans and individual investors. The integration with Wealthbox allows users to store crucial client and prospect data from 3 of RiXtrema’s products in Wealthbox and generate leads.

Create notes in RiXtrema and effortlessly sync them to contact records in Wealthbox.

Get started with Wealthbox + RiXtrema

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