Blog/ Partner Updates

Wealthbox CRM to Integrate with Schwab

Announcing our participation in Schwab OpenView Gateway®

January 23, 2020

Wealthbox is all in with Schwab!

Today we’re excited to announce that Wealthbox has reached an agreement with Schwab Advisor Services and their OpenView Gateway for financial advisors. Development work is now underway to integrate Wealthbox CRM with the Schwab platform.

The Wealthbox CRM solution is a valuable addition to the Schwab platform…

—John Connor, Schwab Digital Advisor Services

The Wealthbox integration with Schwab OpenView Gateway will allow advisors using Wealthbox to see financial account details, positions, and transactions from accounts held at Schwab, all conveniently summarized on the contact record page in Wealthbox.

“We are pleased to welcome Wealthbox on to OpenView Gateway,” said John Connor, vice president, Digital Advisor Solutions at Charles Schwab said in a press release announcement. “The Wealthbox CRM solution is a valuable addition to the platform, and the service it provides to independent advisors aligns well with our goal to enhance the advisor experience through integrations with best-in-class providers.”

Wealthbox’s participation and integration with Schwab’s API platform reflects the success of Wealthbox in the RIA space and the continuing need for advisors to manage their client relationships with easy-to-use yet powerful CRM technology.

For Schwab advisors…

The Wealthbox integration with Schwab is now in development. When released it will be available for all Wealthbox users and RIAs who custody with Schwab.

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