Wealthbox - INSART

INSART » Fintech Integration Marketplace

Wealthbox

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

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.

Contacts

https://www.wealthbox.com

support@wealthbox.com

https://www.facebook.com/wealthbox

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

https://twitter.com/Wealthbox

Products / Services

Companies that integrate with 401GO

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

Integrations

Integrations: 9

Partnership: 3

SmartRIA

Collaboration Tools, Communication Tools, Compliance, Document Management, Document Management

SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single...

Integrations: 8

Partnership: 0

PreciseFP

Analytics, Compliance, Document Management, Document Management, Financial Planning, Risk Profiling, TAMP

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

Integrations: 26

Partnership: 0

FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Integrations: 3

Partnership: 0

FMeX

Content Management, Content Management, Marketing, Security

FMeX provides access to an organized, searchable and customizable content library, curated as follows: Structured Content – searchable database of...

Integrations: 3

Partnership: 0

FMG Suite

Communication Tools, Marketing

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with...

Integrations: 4

Partnership: 0

Google Apps / G Suite

Collaboration Tools, Communication Tools, Technology, Time Management

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

Integrations: 2

Partnership: 0

Google Calendar

Time Management

Google Calendar is a time-management and scheduling calendar service developed by Google. It allows users to create and edit events....

Integrations: 3

Partnership: 0

Google Drive

Content Management, Content Management, Document Management, Document Management

Google Drive is a file storage and synchronization service developed by Google. It allows users to store files on their...

Integrations: 2

Partnership: 0

Intulse

Communication Tools, Technology

Intulse offers cloud-based phone systems to seamlessly connect you, your employees, your clients and your business. Our powerful call routing...

Integrations: 3

Partnership: 0

AdvicePay

Billing, Compliance, Payment Processing, Security

Established in 2016, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial planning. Financial advisors...

Integrations: 1

Partnership: 0

AdvisorTouch

College Planning, Financial Planning

The AdvisorTouch platform integrates ready-to-use scalable workflows, best practices, and recommended technology solutions to help your firm achieve growth and...

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 1

Partnership: 0

AWeber

Marketing

For over 20 years, AWeber has helped 1,000,000+ entrepreneurs and small business owners connect with their prospects and customers through...

Integrations: 1

Partnership: 0

Bridge Portfolio

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

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy...

Integrations: 1

Partnership: 0

ComplianceHero

Compliance

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

Integrations: 7

Partnership: 0

Constant Contact

Marketing

Constant Contact, an Endurance International Group company and a leader in email marketing since 1995, provides hundreds of thousands of...

Integrations: 5

Partnership: 0

Copytalk

Communication Tools

Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency...

Integrations: 3

Partnership: 0

Betterment

Financial Planning, Portfolio Management, Retirement Planning, Tax Planning

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k)...

Integrations: 12

Partnership: 0

AdvisorEngine

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

AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first...

Integrations: 12

Partnership: 0

Albridge | BNY Mellon

Account Aggregation, Portfolio Reporting

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 8

Partnership: 0

Blueleaf

Account Aggregation, Billing, Portfolio Reporting

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on...

Integrations: 7

Partnership: 0

BOX.com

Content Management, Content Management, Document Management, Document Management

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on...

Integrations: 5

Partnership: 0

Bridge Financial Technology

Account Aggregation, Billing

Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary...

Integrations: 31

Partnership: 0

Charles Schwab

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

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 31

Partnership: 0

CircleBlack

Billing, Portfolio Reporting, Rebalancing, Retirement Planning

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

Integrations: 24

Partnership: 0

Fidelity

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Integrations: 9

Partnership: 0

Laser App

Content Management, Content Management

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

Integrations: 5

Partnership: 0

MyRepChat

Content Management, Content Management

In today’s digital world, the ability to communicate with your clients through text message is integral to the client/advisor relationship....

Integrations: 62

Partnership: 0

Orion Advisor Services

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

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 18

Partnership: 0

Panoramix

Billing, Cybersecurity, Portfolio Reporting

Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and...

Integrations: 8

Partnership: 0

RIA in a Box

Account Aggregation, Trading

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners