Integrations
Connect seamlessly with the tools you love.
Connect seamlessly with the tools you love.
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See summarized details from Addepar for a client’s portfolio in Wealthbox.
View, edit, and create Households, Contacts, Tasks, Notes, and Workflows in AdviceCloud with automatic syncing in Wealthbox.
Streamline CRM operations with billing and payment solutions for fee-for-service financial planning.
Nurture clients with personalized content using the two-way sync between Wealthbox and AdvisorStream.
Combine customer data in Wealthbox with the custodial data available on the Altruist platform—with no manual re-entry required.
Create new contacts, get comprehensive contact summaries and tag new leads within Wealthbox from Anasova
Sync client information between Wealthbox and Andes to access and manage data across both platforms.
Kick off the annuity selection process by sending contact record data from Wealthbox to Annuities Genius.
Quickly build out household visuals within Asset-Map using Wealthbox contacts.
Link contact records from Wealthbox to clients and households in AssetBook.
Import client specific tags and notes related to their behavioral biases and personas from Atlas Point into Wealthbox.
Send contact data from Wealthbox for email marketing campaigns in AWeber.
Bring Axos financial account information directly into a Wealthbox contact record to see account details, account balances and positions.
Guide clients into the best long-term care and life insurance plans utilizing Wealthbox contact information.
Deepen client relationships and convert more prospects with the help of proactive and impactful advice.
View Betterment client account balances and details directly from Wealthbox.
Receive client information and view account summaries, holdings, and transactions from Black Diamond reconciled accounts.
View Blueleaf balances, performance, allocation, and detailed holdings in Wealthbox.
Easily access client files in Box via contact record pages in Wealthbox.
Link contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside BridgeFT.
Use the single sign-on integration to access Wealthbox CRM with a simple click in the Broadridge Wealth Aggregation and Insights platform.
Link clients from Capitect to contacts in Wealthbox to view account details all in one place.
Convert leads to new clients with two-way data sync between Catchlight and Wealthbox.
Use Single Sign-On and see account details, positions, and transactions from accounts held at Schwab on Wealthbox contact record pages.
Automatically create contacts from CircleBlack in Wealthbox and action Wealthbox tasks inside CircleBlack.
Schedule meetings, create customizable agendas, generate meeting records and create follow up tasks with CogniCor’s AI assistant in Wealthbox.
Send contact data from Wealthbox for email marketing campaigns in Constant Contact.
Send contact data to Copytalk and transcribe contact notes directly into Wealthbox.
Real-time lead management and tracking that enhances productivity and client engagement.
Sync client data from Wealthbox to the CurrentClient app. See communication activity records from CurrentClient, as a note back in the Wealthbox contact record.
Import financial personality, attitudes, risk tolerance, and other behavioral assessment results from DataPoints into Wealthbox.
Use the bi-directional data sync between Wealthbox and Dispatch to sync client data between the two platforms and to other connected software systems.
Send contact information from Wealthbox directly to Docupace to pre-fill account opening forms and more.
Easily access client files in Dropbox via contact record pages in Wealthbox.
Seamlessly sync Contacts, Tasks, Events, Notes and more between Wealthbox and Econiq’s The Conversation Hub.
Access eMoney data from Wealthbox for easy account look up and single-sign-on.
Connect to Financial Media Exchange’s content exchange for financial advisors.
Expedite client onboarding and engagement with the bi-directional integration between Wealthbox + Finpace.
Send Wealthbox client data to Flourish to pre-fill client applications and send invites.
Import, sync, and segment contacts for highly targeted digital marketing campaigns.
Use client data in your Wealthbox account to prefill available forms and workflows in Forms Logic.
Transfer client data from Wealthbox to FP Alpha’s AI-driven financial planning software.
Launch fpPathfinder interactive financial planning checklists directly from Wealthbox.
Use the integration to check calendar availability and expedite meeting scheduling.
Import tags, advisors and staff, contacts, and capture client communication under Contact Notes in Wealthbox.
Keep your calendar up to date automatically with directional sync.
Easily access client files in Google Drive via contact record pages in Wealthbox.
Automate compliant customized scheduling and appointment reminder messaging.
Import Wealthbox contacts into Healthpilot to pair clients with a suitable Medicare plan.
Transfer information between Wealthbox and Holistiplan’s automated tax return analysis.
Pre-populate client information from Wealthbox to create/update client records through Hubly.
Automatically create call logs within your Wealthbox account using Intulse’s VOIP phone system for businesses.
Automatically add new leads into Wealthbox, including risk tolerance, investable assets, income, and more.
Use AI to generate pre-meeting notes in Jump based on existing Wealthbox data. Sync after meeting notes and tasks created in Jump with a Wealthbox Contact Record.
Sync contact details and see notes in Wealthbox when new nudges are posted or marked as complete.
Map and send your clients’ information in Wealthbox to populate forms in Laser App.
Sync meeting summaries, customer requirements, action items, and recording links with a Wealthbox Contact Record.
Sync clients and prospects in Wealthbox to Lead Pilot with a single click.
Create contact records in Wealthbox for leads collected through advertising campaigns.
Streamline personalized client communications by sending contact information between Wealthbox and Levitate.
Automatically pull up contact records in Wealthbox when receiving client calls.
View client LPL Financial account information and demographic data from ClientWorks in Wealthbox and enjoy single sign-on between the two platforms.
Send contact data from Wealthbox for email marketing campaigns in MailChimp.
Maximize onboarding with Wealthbox contact information automatically populated in the Max dashboard.
Securely connect your data warehouse with Wealthbox, simplifying data management and improving access to client information.
Dictate notes into Mobile Assistant and receive transcribed contact notes directly in Wealthbox.
Access MoneyGuide data from Wealthbox for easy account look up and single-sign-on.
Access Morningstar Office account details, balances, and positions all from the Contact Record page in Wealthbox.
Export key communication data from your Moxo account into your Wealthbox account.
View Nitrogen client information in Wealthbox and access Nitrogen in one click.
Sync data collected in OnBord with Wealthbox to automatically update contact records and create tasks.
Create new Wealthbox Contacts, Tasks, Notes, or Events from OnceHub bookings.
Send client data from Wealthbox to Optivice to kick off the debt management process. See updated client credit scores in Wealthbox from Optivice.
View client account balances from Orion in Wealthbox and enjoy single sign-on.
Enjoy the two 2-way sync between Wealthbox and Outlook Calendar hosted on Exchange and Office 365.
Enjoy the two 2-way sync between Wealthbox and Outlook email hosted on Exchange and Office 365.
Sync data across platforms, saving time and resources while ensuring accurate reporting.
Enjoy PreciseFP’s forms tool used by financial advisors, now integrated with Wealthbox.
Sync information between Pulse360 and Wealthbox that’s relevant to the pre/post meeting documentation process.
Pre-fill thousands of forms in Quik! by leveraging contact information directly from Wealthbox.
Sync contacts from Wealthbox to ReachStack for automated content sharing, revenue nurturing and interest tracking.
Sync prospect data across both Wealthbox and ReferTrac. Opportunities and tags are created within Wealthbox to track progress and outcomes.
Accelerate AI-powered information gathering with two-way sync between Wealthbox and Responsive.
Use single sign-on to transfer Wealthbox client info to RightCapital in one click.
Create Wealthbox Notes, Tasks or Events from ended calls or received RingCentral SMS messages.
Store crucial client and prospect data from 3 of RiXtrema’s products in Wealthbox and generate leads.
Use single-sign-on and view client accounts from SEI’s platform on contact records in Wealthbox.
Log VoIP activities such as phone calls and text messages automatically inside Wealthbox.
Get real-time notifications on Wealthbox updates and activity in Slack channels.
Pull client data from Wealthbox directly into a Smart Kx client contract. See status updates from Smart Kx as notes and tasks in Wealthbox.
View SmartAsset leads within Wealthbox Contacts with an automated follow up task.
Instantly access and utilize detailed financial information, including prospects’ portfolios, investment statements, fees, and transactions.
Automatically document calls handled by Smith.ai’s virtual receptionist services inside your Wealthbox account.
Send contact data from Wealthbox for automated marketing strategies in Snappy Kraken.
Sync basic Wealthbox data like tasks, meetings and client demographic information or take it further by syncing customizable firm-specific data with Summit.
Access account details, holdings, billing information, and custom fields from Tamarac within the Wealthbox Contact Record.
Sync the AI-generated summaries, tasks, and notes from your client meetings with Wealthbox.
Send contact data from Wealthbox to TIFIN Clout’s content marketing platform.
Import Wealthbox contacts into TIFIN Wealth and invite them to take a variety of financial risk, planning and personality assessments.
View Tolerisk risk tolerance’s assessment tools to enhance your client experience.
Provide direct referrals to Trust & Will’s estate planning services and track clients’ progress directly in Wealthbox.
Click-to-call prospects and clients from Wealthbox and automatically document your call event.
See key data points including financial personality, decision making style, risk behavior and other relevant insights from Unitifi in a Wealthbox contact record.
Eliminate the hassle of rekeying by seamlessly syncing client data, such as names and demographics.
Enable seamless connectivity between Wealthbox client records and VRGL profiles, allowing for efficient data synchronization and streamlined client management.
See account status and updates on estate planning type, planning progress and last login to Wealth.com from within a Wealthbox contact record.
Enable real-time updates of prospect activities and engagements tracked by WEALTHAWK directly within Wealthbox.
Export key prospect data from your WealthFeed account into your Wealthbox account.
Send contact information from Wealthbox to start requests for life insurance plans. Track the status with progress and earning updates within Wealthbox.
View aggregated multi-custodial data from hundreds of sources directly from Wealthbox.
Create new Wealthbox Contacts, Tasks, Notes, or Events from new YouCanBook.Me bookings.
Easily transfer client data from Wealthbox to Yourefolio’s estate planning software.
Sync key meeting details, notes, and action items from Zeplyn directly into your Wealthbox account.
Automatically create client meeting agendas, sync events, add notes, and assign tasks across your team.
Want to build an integration? Check out the Wealthbox API and our Partnerships page.
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