Introducing the Wealthbox + Schwab Integration | Wealthbox CRM

Blog/ Partner Updates

Introducing the Wealthbox + Schwab Integration

Schwab Advisor Center® is now integrated with Wealthbox.

April 6, 2021

Today we announced a new integration between Wealthbox and Schwab Advisor Center. (Big shout-out to our friends at Schwab on a fantastic collaboration.)

The new Wealthbox + Schwab connection allows advisors using Wealthbox to seamlessly log into Schwab Advisor Center with single sign-on from their Wealthbox accounts. Wealthbox CRM users can now conveniently view client profiles, account details, and investment positions from Schwab Advisor Center directly within Wealthbox.

Learn how the integration between Schwab and Wealthbox helps advisors manage their clients’ portfolios by watching the webinar from Tuesday, April 20th.

Watch it now!

Kartik Srinivasan, Senior Managing Director for Schwab Advisor Services

“The Wealthbox integration is a welcome addition to our platform and another great example of the types of integration capabilities we have prioritized for advisors,” said Kartik Srinivasan, Senior Managing Director and head of third-party integrations for Schwab Advisor Services. “The convenient account-view feature is the type of functionality that advisors continually tell us they need to effectively and efficiently serve their clients.”

“As the fastest-growing CRM company in the wealth-tech industry, Wealthbox is delighted to be integrating with Schwab Advisor Center to introduce our advanced technology to our mutual clients,” said John Rourke, CEO of Starburst Labs, Inc., the maker of Wealthbox. “This integration widens the market for Wealthbox and helps more advisors streamline their operations and become more efficient.”

Here’s How Wealthbox and Schwab Work Together

Enabling this integration allows users to see account balances from Schwab Advisor Center on contact record pages in Wealthbox and seamlessly SSO from Wealthbox to Schwab to view more account details.

Enable the integration

View Schwab accounts for contacts in Wealthbox

View account details

View account positions

Single Sign-On (SSO) to Schwab Advisor Center

 

Join the Webinar

Learn how the integration between Schwab and Wealthbox helps advisors manage their clients’ portfolios by watching the webinar from Tuesday, April 20th.

Watch it now!

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