Wealthbox partners can integrate with the Wealthbox “Send to” menu on the Wealthbox contact record. Seamless integration between tech platforms is essential for an efficient workflow, and our Send-to Action for Workflows streamlines the process even more. You can add these Send to integrations to your Workflows with just a click.
Below is a list of partners that can be accessed via Wealthbox’s “Send to” menu:
AdvicePay
BackNine Insurance
Docupace
Envestnet MoneyGuide
Fidelity
Flourish
fpPathfinder
Knudge
Laser App Anywhere and Laser App Enterprise
Max for Advisors
Orion
RightCapital
Schwab
White Swan