Integrations /Communication Tools

Get started with Wealthbox + Slack

Modern CRM integrating with modern messaging for the win!


Slack is a messaging program designed specifically for the workplace. Slack offers many IRC-style features, including persistent chat rooms organized by topic, private groups, and direct messaging. The integration with Wealthbox allows users to get real-time notifications on Wealthbox updates and activity in Slack channels.

“The integration of Wealthbox and Slack provides a seamless and enhanced user experience between CRM activity and team communications at our firm.”

Matt Lovejoy

Advisor, AdvicePeriod

Get started with Wealthbox + Slack

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