AdvisorShelf / Connections / Wealthbox

What connects to Wealthbox

Software that connects to Wealthbox

23 of the 77 tools we list name a connection to Wealthbox on their own site: 2 advisor CRMs, 5 planning tools and 16 AI tools. Wealthbox's own site names 63 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.

See the Wealthbox profile

Which way data moves, as each tool describes it

Sends data to WealthboxTakes data from WealthboxTwo-way, in the vendor's words

Send data to Wealthbox (8)

FirefliesSynopsistFinmate AIKnapsackJumpDataDasherQuinContinuum

Wealthbox23 tools connect

Take data from Wealthbox (4)

MoneytreeVoyantMoneyGuideStrata AI

Two-way (1)

LeadCenter.AI

Data in and out (2)

RightCapitalMili

Direction not stated (2)

VegaZocks

Named only (6)

CaddiYourStakeFocalWealthYeMoney AdvisorPitCrew

The rule: every tool we list that names a live connection to Wealthbox, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

What Wealthbox's own site lists

63 companies and products

Custodians (11)

Connects to	What Wealthbox's site says	Does the other side list it?	Where we read it
Altruist Custodian	Data moves with Altruist; the vendor doesn't say which way Direction not stated: combines CRM data with Altruist account data	See what connects to Altruist	Checked on the vendor's site · Oct 6Wealthbox integrations page
AssetMark Custodian	Takes data from AssetMark Data in: balances, holdings and demographics	We don't list AssetMark	Checked on the vendor's site · Oct 6Wealthbox integrations page
Axos Advisor Services Custodian	Takes data from Axos Advisor Services Recorded as "Axos" Data in: account details, balances and positions	We don't list Axos Advisor Services	Checked on the vendor's site · Oct 6Wealthbox integrations page
Betterment Custodian	Takes data from Betterment Data in: client account balances and details	We don't list Betterment	Checked on the vendor's site · Oct 6Wealthbox integrations page
Fidelity Custodian	Takes data from Fidelity Recorded as "Fidelity (Wealthscape)" Data in: account details Single sign-on	See what connects to Fidelity	Checked on the vendor's site · Oct 6Wealthbox integrations page
Fusion Custodian	Sends data to Fusion Data out: client information for account opening	We don't list Fusion	Checked on the vendor's site · Oct 6Wealthbox integrations page
LPL Financial Custodian	Takes data from LPL Financial Recorded as "LPL Financial (ClientWorks)" Data in: account information and demographic data Single sign-on	We don't list LPL Financial	Checked on the vendor's site · Oct 6Wealthbox integrations page
Pershing Custodian	Names Pershing, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to Pershing	Checked on the vendor's site · Oct 6Wealthbox vs Salesforce comparison page
RBC Custodian	Takes data from RBC Data in: account balances, positions and client account details	We don't list RBC	Checked on the vendor's site · Oct 6Wealthbox integrations page
Schwab Custodian	Takes data from Schwab Data in: account details, positions and transactions Single sign-on	See what connects to Schwab	Checked on the vendor's site · Oct 6Wealthbox integrations page
SEI Custodian	Takes data from SEI Data in: client accounts on contact records Single sign-on	We don't list SEI	Checked on the vendor's site · Oct 6Wealthbox integrations page

Other software (41)

Connects to	What Wealthbox's site says	Does the other side list it?	Where we read it
Addepar Other software	Takes data from Addepar Data in: summarized portfolio details	See what connects to Addepar	Checked on the vendor's site · Oct 6Wealthbox integrations page
AdviceCloud Other software	Data moves with AdviceCloud; the vendor doesn't say which way Direction not stated: households, contacts, tasks, notes, workflows (automatic syncing)	We don't list AdviceCloud	Checked on the vendor's site · Oct 6Wealthbox integrations page
Amplify Other software	Data moves with Amplify; the vendor doesn't say which way Direction not stated: client information pre-populated during digital onboarding	We don't list Amplify	Checked on the vendor's site · Oct 6Wealthbox integrations page
Andes Other software	Two-way with Andes Two-way: client information	We don't list Andes	Checked on the vendor's site · Oct 6Wealthbox integrations page
AssetBook Other software	Data moves with AssetBook; the vendor doesn't say which way Direction not stated: contact records linked to clients and households	We don't list AssetBook	Checked on the vendor's site · Oct 6Wealthbox integrations page
Atlas Point Other software	Takes data from Atlas Point Data in: behavioral-bias and persona tags and notes	We don't list Atlas Point	Checked on the vendor's site · Oct 6Wealthbox integrations page
Black Diamond Other software	Takes data from Black Diamond Data in: client information, account summaries, holdings, transactions	See what connects to Black Diamond	Checked on the vendor's site · Oct 6Wealthbox integrations page
Blueleaf Other software	Takes data from Blueleaf Data in: balances, performance, allocation, holdings	We don't list Blueleaf	Checked on the vendor's site · Oct 6Wealthbox integrations page
BridgeFT Other software	Data moves with BridgeFT; the vendor doesn't say which way Direction not stated: linked contacts and corresponding activities	We don't list BridgeFT	Checked on the vendor's site · Oct 6Wealthbox integrations page
Broadridge Wealth Aggregation and Insights Other software	Single sign-on with Broadridge Wealth Aggregation and Insights; the vendor doesn't describe data moving Single sign-on	We don't list Broadridge Wealth Aggregation and Insights	Checked on the vendor's site · Oct 6Wealthbox integrations page
Capitect Other software	Data moves with Capitect; the vendor doesn't say which way Direction not stated: account details for linked clients	We don't list Capitect	Checked on the vendor's site · Oct 6Wealthbox integrations page
CircleBlack Other software	Takes data from and sends data to CircleBlack Data in: contacts created from CircleBlack Data out: Wealthbox tasks actioned inside CircleBlack	We don't list CircleBlack	Checked on the vendor's site · Oct 6Wealthbox integrations page
DataPoints Other software	Takes data from DataPoints Data in: behavioral assessment results incl. risk tolerance	We don't list DataPoints	Checked on the vendor's site · Oct 6Wealthbox integrations page
Dispatch Other software	Two-way with Dispatch Two-way: client data	We don't list Dispatch	Checked on the vendor's site · Oct 6Wealthbox integrations page
Docupace Other software	Sends data to Docupace Data out: contact information to pre-fill account opening forms	We don't list Docupace	Checked on the vendor's site · Oct 6Wealthbox integrations page
Envestnet Other software	Data moves with Envestnet; the vendor doesn't say which way Direction not stated: account and position look-up Single sign-on	We don't list Envestnet	Checked on the vendor's site · Oct 7Wealthbox integration page: Envestnet
Feathery Other software	Two-way with Feathery Two-way: client intake information	We don't list Feathery	Checked on the vendor's site · Oct 6Wealthbox integrations page
Finpace Other software	Two-way with Finpace Two-way: not named (bi-directional integration)	We don't list Finpace	Checked on the vendor's site · Oct 6Wealthbox integrations page
Fispoke Other software	Sends data to Fispoke Data out: contact data to pre-fill deposit and lending applications	We don't list Fispoke	Checked on the vendor's site · Oct 7Wealthbox integration page: Fispoke
Flourish Other software	Sends data to Flourish Data out: client data to pre-fill applications and send invites	We don't list Flourish	Checked on the vendor's site · Oct 6Wealthbox integrations page
Forms Logic Other software	Sends data to Forms Logic Data out: client data to prefill forms and workflows	We don't list Forms Logic	Checked on the vendor's site · Oct 6Wealthbox integrations page
fpPathfinder Other software	Names fpPathfinder, with no detail Listed on the vendor's site, with no detail on what moves	We don't list fpPathfinder	Checked on the vendor's site · Oct 6Wealthbox integrations page
Invent Other software	Two-way with Invent Data out: client, prospect, notes and tasks data merged with custodian, planning and performance data Two-way: notes and tasks	We don't list Invent	Checked on the vendor's site · Oct 7Wealthbox integration page: Invent
Investipal Other software	Takes data from Investipal Data in: new leads with risk tolerance, investable assets, income	We don't list Investipal	Checked on the vendor's site · Oct 7Wealthbox integration page: Investipal
Laser App Other software	Sends data to Laser App Data out: client information to populate forms	We don't list Laser App	Checked on the vendor's site · Oct 6Wealthbox integrations page
Mako Fintech Other software	Takes data from Mako Fintech Data in: investor onboarding data	We don't list Mako Fintech	Checked on the vendor's site · Oct 6Wealthbox integrations page
MaxMyInterest Other software	Sends data to MaxMyInterest Recorded as "Max" Data out: contact information populated in the Max dashboard	We don't list MaxMyInterest	Checked on the vendor's site · Oct 6Wealthbox integrations page
Milemarker Other software	Takes data from and sends data to Milemarker Data out: Wealthbox data extracted for reporting and analytics Data in: data from other systems, e.g. portfolio accounting, updates Wealthbox records	We don't list Milemarker	Checked on the vendor's site · Oct 7Wealthbox integration page: Milemarker
Nitrogen Other software	Takes data from Nitrogen Data in: client information	See what connects to Nitrogen	Checked on the vendor's site · Oct 6Wealthbox integrations page
OnBord Other software	Takes data from OnBord Data in: collected data; updates contact records, creates tasks	We don't list OnBord	Checked on the vendor's site · Oct 6Wealthbox integrations page
Orion Other software	Takes data from Orion Data in: client account balances Single sign-on	See what connects to Orion	Checked on the vendor's site · Oct 6Wealthbox integrations page
Panoramix Other software	Sends data to Panoramix Data out: contacts imported into Panoramix	We don't list Panoramix	Checked on the vendor's site · Oct 7Wealthbox integration page: Panoramix
PreciseFP Other software	Names PreciseFP, with no detail Listed on the vendor's site, with no detail on what moves	See what connects to PreciseFP	Checked on the vendor's site · Oct 6Wealthbox integrations page
Quik! Other software	Sends data to Quik! Data out: contact information to pre-fill forms	We don't list Quik!	Checked on the vendor's site · Oct 6Wealthbox integrations page
RiXtrema Other software	Takes data from RiXtrema Data in: client and prospect data	We don't list RiXtrema	Checked on the vendor's site · Oct 6Wealthbox integrations page
Smartdata Other software	Data moves with Smartdata; the vendor doesn't say which way Direction not stated: detailed financial information (prospects' portfolios, statements, fees, transactions)	We don't list Smartdata	Checked on the vendor's site · Oct 7Wealthbox integration page: Smartdata
Stratifi Other software	Two-way with Stratifi Two-way: info	We don't list Stratifi	Checked on the vendor's site · Oct 6Wealthbox integrations page
Tamarac Other software	Takes data from Tamarac Data in: account details, holdings, billing information, custom fields	See what connects to Tamarac	Checked on the vendor's site · Oct 6Wealthbox integrations page
Tolerisk Other software	Names Tolerisk, with no detail Listed on the vendor's site, with no detail on what moves	We don't list Tolerisk	Checked on the vendor's site · Oct 6Wealthbox integrations page
Turnqey Other software	Takes data from Turnqey Data in: client cryptoasset data	We don't list Turnqey	Checked on the vendor's site · Oct 6Wealthbox integrations page
VRGL Other software	Data moves with VRGL; the vendor doesn't say which way Direction not stated: client records and VRGL profiles synchronised	We don't list VRGL	Checked on the vendor's site · Oct 6Wealthbox integrations page

Planning tools (11)

Connects to	What Wealthbox's site says	Does the other side list it?	Where we read it
Asset-Map Planning	Sends data to Asset-Map Data out: contacts used for household visuals	We don't list Asset-Map	Checked on the vendor's site · Oct 6Wealthbox integrations page
eMoney Advisor Planning	Data moves with eMoney Advisor; the vendor doesn't say which way Recorded as "eMoney" Direction not stated: account look-up Single sign-on	Both sides list it eMoney Advisor says: "Names Wealthbox, with no detail".	Checked on the vendor's site · Oct 6Wealthbox integrations page
FP Alpha Planning	Sends data to FP Alpha Data out: client data	We don't list FP Alpha	Checked on the vendor's site · Oct 6Wealthbox integrations page
Holistiplan Planning	Data moves with Holistiplan; the vendor doesn't say which way Direction not stated: information for tax return analysis	See what connects to Holistiplan	Checked on the vendor's site · Oct 6Wealthbox integrations page
MoneyGuide Planning	Data moves with MoneyGuide; the vendor doesn't say which way Direction not stated: account look-up Single sign-on	Both sides list it MoneyGuide says: "Takes data from Wealthbox".	Checked on the vendor's site · Oct 6Wealthbox integrations page
Optivice Planning	Takes data from and sends data to Optivice Data out: client data to start debt management Data in: updated client credit scores	We don't list Optivice	Checked on the vendor's site · Oct 6Wealthbox integrations page
RightCapital Planning	Two-way with RightCapital Two-way: notes and tasks	Both sides list it, same direction	Checked on the vendor's site · Oct 6Wealthbox integrations page
Sora Planning	Sends data to Sora Data out: client data for onboarding	We don't list Sora	Checked on the vendor's site · Oct 6Wealthbox integrations page
TIFIN Wealth Planning	Sends data to TIFIN Wealth Data out: contacts, invited to assessments	We don't list TIFIN Wealth	Checked on the vendor's site · Oct 6Wealthbox integrations page
Voyant Planning	Sends data to Voyant Data out: client data such as names and demographics	Both sides list it, same direction	Checked on the vendor's site · Oct 7Wealthbox integration page: Voyant
WealthVision Planning	Sends data to WealthVision Data out: contact and account data	We don't list WealthVision	Checked on the vendor's site · Oct 6Wealthbox integrations page

CRMs that connect to Wealthbox

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
LeadCenter.AI	Two-way with Wealthbox Two-way: client information	Checked on the vendor's site · Oct 6LeadCenter.AI Wealthbox CRM integration page	$78 a month for one person Connection cost: not checked; its pricing grid marks which plans include the Orion, Zoom and Redtail calendar integrations with icons we couldn't read.
WealthY	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6WealthY homepage (integrations list)	$129 a month for one person Connection cost: not stated on the WealthY pages we read (Oct 7).

Planning tools that connect to Wealthbox

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Moneytree	Takes data from Wealthbox Data in: household names and dates of birth	Checked on the vendor's site · Oct 6Moneytree release notes v2.9.0	$99.58 a month for one person Connection cost: not stated on the Moneytree pages we read (Oct 7).
RightCapital	Takes data from and sends data to Wealthbox Data in: household contact information, including names and dates of birth Data out: notes and tasks entered in RightCapital Single sign-on Wealthbox's own site lists it too, same direction.	Checked on the vendor's site · Oct 6RightCapital help centre: Wealthbox integrationAlso: RightCapital help: notes and tasks in Wealthbox	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Voyant	Takes data from Wealthbox Data in: people's names and dates of birth Wealthbox's own site lists it too, same direction.	Checked on the vendor's site · Oct 6Voyant help centre: US Integrations Master List	$150 a month for one person Connection cost: not stated on the Voyant pages we read (Oct 7).
MoneyGuide	Takes data from Wealthbox Data in: client data Single sign-on Wealthbox's own site lists it too, and says: "Data moves with MoneyGuide; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves Wealthbox's own site lists it too, and says: "Data moves with eMoney Advisor; the vendor doesn't say which way".	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Wealthbox

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Wealthbox integration page	Free for one person Connection cost: not checked yet.
Fireflies Not only for advisors	Sends data to Wealthbox Data out: meeting data and tasks	Checked on the vendor's site · Oct 13Fireflies integrations page	Free for one person Connection cost: not checked yet.
Synopsist Not only for advisors	Sends data to Wealthbox Data out: meetings filed into the CRM	Checked on the vendor's site · Oct 13Synopsist pricing page	$25 a month for one person Connection cost: not checked yet.
Finmate AI	Sends data to Wealthbox Data out: notes, tasks, events and workflow starts	Checked on the vendor's site · Oct 13FinMate AI Notetaker page	$39 a month for one person Connection cost: not checked yet.
Vega	Data moves with Wealthbox; the vendor doesn't say which way Direction not stated: contacts, notes, tasks and activities synced	Checked on the vendor's site · Oct 13Vega integrations page	$42 a month for one person Connection cost: not checked yet.
Knapsack Not only for advisors	Sends data to Wealthbox Data out: meeting notes and activity, saved as CRM records	Checked on the vendor's site · Oct 13Knapsack Meeting Notes to CRM page	$50 a month for one person Connection cost: not checked yet.
YourStake	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13YourStake homepage: Meeting Assistant	$50 a month for one person Connection cost: not checked yet.
Zocks	Data moves with Wealthbox; the vendor doesn't say which way Direction not stated: notes and tasks synced	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Focal	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Focal homepage	$100 a month for one person Connection cost: not checked yet.
Jump	Sends data to Wealthbox Data out: CRM fields updated after meetings	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
DataDasher	Sends data to Wealthbox Data out: notes, tasks and follow-ups	Checked on the vendor's site · Oct 13DataDasher homepage	$120 a month for one person Connection cost: not checked yet.
Quin	Sends data to Wealthbox Data out: tasks, notes, and contact info	Checked on the vendor's site · Oct 13Quin integrations page	Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price. Connection cost: not checked yet.
Continuum	Sends data to Wealthbox Data out: meeting summaries and tasks	Checked on the vendor's site · Oct 13Continuum homepage FAQ: Which CRMs does Continuum integrate with?	Priced in CAD, so it is not put in the US price sort. Connection cost: not checked yet.
Mili	Takes data from and sends data to Wealthbox Data out: notes, tasks and other records the adviser chooses to push Data in: data pulled when the adviser triggers a meeting prep, note sync or query	Checked on the vendor's site · Oct 13Mili integrations: Wealthbox	No price found Connection cost: not checked yet.
PitCrew	Names Wealthbox, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.
Strata AI	Takes data from Wealthbox Data in: contacts imported	Checked on the vendor's site · Oct 13Strata AI homepage	No price found Connection cost: not checked yet.

Already on Wealthbox? Advisor CRMs that say they import from it

Of the 29 other advisor CRMs whose pages we've read for this, 5 say on their own site, by name, that they import from Wealthbox. This is a one-off move when you switch, not an ongoing connection, so these tools don't count in the connection numbers above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

Tool	What comes across, and how	Where we read it	What one person pays a month (our sum)
Redtail	From Salesforce, Wealthbox, Junxure, SmartOffice, other systems it doesn't name or a spreadsheet or CSV file In their words: “We support data migrations from more than 40 platforms, including Salesforce, Wealthbox, Junxure, SmartOffice, and even Excel spreadsheets. … Redtail offers complimentary data imports as part of our onboarding process … We’ll map and import your data into Redtail, ensuring it’s accurate and ready for use — with your review and signoff before anything goes live.” What comes across: not confirmed by the words shown How: Their team does the move Cost: No extra cost Also on the page: “Most standard imports are completed within 3–5 business days, depending on the source format and data volume.”	Checked on the vendor's site · Oct 8 Redtail: request a migration (FAQ)	$39 a month for one person
Altitude CRM	From G5, Redtail, Salesforce, SmartOffice, Wealthbox or other systems it doesn't name In their words: “We support migrations from a wide range of CRMs used by financial advisors, including G5, Redtail, Salesforce, SmartOffice, Wealthbox, and more. … We migrate the essentials you rely on: contact records, household relationships, notes, tasks, categories (as tags), opportunity data, and service information when applicable.” What comes across: contact records, household relationships, notes, tasks and opportunity data How: Their team does the move Cost: not confirmed by the words shown Also on the page: “If you’re not sure whether your current system is supported, our team is happy to review it with you.”	Checked on the vendor's site · Oct 8 Altitude: data migration	$75 a month for one person
LeadCenter.AI	From Redtail, Wealthbox or other systems it doesn't name In their words: “Free Onboarding and Data Migration from Redtail, Wealthbox and Other CRMs” What comes across: not confirmed by the words shown How: not confirmed by the words shown Cost: No extra cost	Checked on the vendor's site · Oct 6 LeadCenter pricing page	$78 a month for one person
OmegaFP	From Wealthbox In their words: “Omega connects directly to Wealthbox and imports contacts, tasks and activity history. … Go to Settings → CRM Import and choose Import from Wealthbox.” What comes across: contacts, tasks and activity history How: A built-in import Cost: not confirmed by the words shown From Redtail, Wealthbox, Salesforce Financial Services Cloud or a spreadsheet or CSV file In their words: “OmegaFP supports imports from Redtail, Wealthbox, Salesforce Financial Services Cloud, and generic CSV. … Onboarding includes a guided data-migration session for Essential customers and a managed migration for Enterprise customers.” What comes across: not confirmed by the words shown How: not confirmed by the words shown Cost: not confirmed by the words shown Also on the page: “Migration typically takes one to two weeks, depending on the size of your book and the amount of information that needs to be ported over.”	Checked on the vendor's site · Oct 6 OmegaFP help: migrate from Wealthbox to Omega Checked on the vendor's site · Oct 8 OmegaFP FAQs: integrations and migration	$125 a month for one person Note: OmegaFP lists no custodian connection today. Its FAQ says its integration roadmap covers the major advisor custodians and suggests contacting sales for the current status.
Slant	In their words: “Watch how easy it is to bring your Wealthbox data into Slant — contacts, notes, and workflows included. … Free Wealthbox migration. … Our team maps and imports your contacts, notes, tasks, and history for you — white-glove, no DIY.” What comes across: contacts, notes, tasks and workflows How: Their team does the move Cost: No extra cost	Checked on the vendor's site · Oct 8 Slant: Slant vs. Wealthbox	$150 a month for one person

Also mentions Wealthbox, in words we couldn't label as an import, so not listed above: FinTurk. Its profile shows the words.

The rule: every advisor CRM we've read for this whose own site names Wealthbox and says it imports from it. A tool that names no system, or only says it takes a spreadsheet or CSV file, isn't listed here; its profile says so. Lowest cost for one person first, without any move fee (that's in the row). Paying vendors are never moved up.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)Pershing (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)