Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Wealthbox

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

Wealthbox
  • CRM
Wealthbox

Companies that integrate with Wealthbox

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvicePay
AdvicePay
AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning.
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
AdvisorTouch
AdvisorTouch
AdvisorTouch delivers a comprehensive suite of solutions to help you create an integrated practice with systems and processes to help you grow in efficiency as you grow your business.
Advizr
Advizr | Orion Advisors Services
Advizr is a simple, personalized tool to help employees achieve their financial goals, whether they’re paying off student loans or saving for retirement.
Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
AWeber
AWeber
AWeber delivers powerfully-simple email marketing software specifically designed for small businesses.
Betterment
Betterment
Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
Bridge Financial Technology
Bridge Financial Technology
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Bridge Portfolio
Bridge Portfolio
Bridge automates RIA workflow promoting growth, quality, and rapid response.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
ComplianceHero
ComplianceHero
ComplianceHero builds compliance automation tools to help you manage your ongoing compliance program.
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
Copytalk
Copytalk
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
MyRepChat
MyRepChat
MyRepChat - a compliant SMS messenger for regulated industry professionals
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
RIA in a Box
RIA in a Box
RIA in a Box® provides the leading compliance solution for investment advisers.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
RiXtrema
RiXtrema
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.
smartasset
SmartAsset
SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions.
Tolerisk
Tolerisk
Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
Zapier
Zapier
Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.

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Wealthbox

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