Integration with Wealthbox - Fintech Integration Marketplace

Fintech Integration Marketplace / Wealth Management / CRM

Wealthbox

About
Products/Services
Integrations
Partnership

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.

Website

https://www.wealthbox.com

Contacts

support@wealthbox.com

https://www.facebook.com/wealthbox

https://www.linkedin.com/company/wealthboxcrm/

https://twitter.com/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 is the only billing and payment processing platform created specifically for fee-for-service financial planning.

#Billing #Compliance #Security #Payment Processing

AdvisorEngine

AdvisorEngine builds powerful and intuitive technology for financial advisors.

#Portfolio Management #Billing #CRM #Financial Planning #Rebalancing #Trading #Portfolio Reporting

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.

#Financial Planning #College Planning

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.

#Financial Planning

Albridge Applink

Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.

#Account Aggregation

AWeber

AWeber delivers powerfully-simple email marketing software specifically designed for small businesses.

#Marketing

Betterment

Betterment is a goal-based online investment company, delivering personalized financial advice paired with low fees and customer experience.

#Portfolio Management #Financial Planning #Retirement Planning #Tax Planning

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.

#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning

Blueleaf

Blueleaf is a provider of Financial Relationship Management Software.

#Portfolio Reporting #Account Aggregation #Billing

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.

#Document Management #Content Management

Bridge Financial Technology

BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.

#Billing #Account Aggregation

Bridge Portfolio

Bridge automates RIA workflow promoting growth, quality, and rapid response.

#Rebalancing #Account Aggregation #Billing #Compliance #Portfolio Accounting #Trading #Portfolio Reporting

Charles Schwab

Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.

#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning

CircleBlack

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.

#Portfolio Reporting #Billing #Rebalancing #Retirement Planning

ComplianceHero

ComplianceHero builds compliance automation tools to help you manage your ongoing compliance program.

#Compliance

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.

#Marketing

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.

#Communication Tools

eMoney Advisor | Fidelity Investments

eMoney is a wealth planning system for financial advisors.

#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning

Fidelity

Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

#Custodian #Analytics #Portfolio Management #Trading #Investment Research

FinFolio

FinFolio makes portfolio management software for investment advisors and professional wealth managers.

#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting

FMeX

FMeX offers a content library built exclusively for the financial services industry with a goal of helping financial professionals provide personalized communications in order to enhance client relationships and increase sales.

#Content Management #Marketing #Security

FMG Suite

FMG Suite is dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.

#Marketing #Communication Tools

Google Apps / G Suite

G Suite is a suite of cloud computing, productivity and collaboration tools, software and products developed by Google.

#Technology #Collaboration Tools #Communication Tools #Time Management

Google Calendar

Google Calendar is a time-management and scheduling calendar service developed by Google.

#Time Management

Google Drive

Google Drive is a file storage and synchronization service developed by Google.

#Content Management #Document Management

Intulse

Intulse VOIP business phone solutions provide you with a flexible, feature-rich communications system on a robust network that can grow and change with your business.

#Communication Tools #Technology

Laser App

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.

#Content Management

MoneyGuide | Envestnet

MoneyGuide is the industry’s leading financial planning software platform.

#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning

MyRepChat

MyRepChat - a compliant SMS messenger for regulated industry professionals

#Content Management

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.

#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting

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.

#Billing #Portfolio Reporting #Cybersecurity

PreciseFP

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online

#Risk Profiling #Analytics #Compliance #Financial Planning #Document Management

RIA in a Box

RIA in a Box® provides the leading compliance solution for investment advisers.

#Account Aggregation #Trading

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.

#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning

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.

#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation

RiXtrema

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.

#Retirement Planning #Analytics #Financial Planning #Risk Profiling

SmartAsset

SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions.

#Financial Planning #Analytics #Retirement Planning #Tax Planning

SmartRIA

SmartRIA is a US-based software company serving wealth managers in the Americas and EU

#Compliance #Collaboration Tools #Communication Tools #Document Management

Tolerisk

Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.

#Risk Profiling #Retirement Planning

VEO One | TD Ameritrade

TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.

#Custodial Platforms

Zapier

Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.

#Automation #Cybersecurity

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