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What Integrations Offer “Send To” Functionality
What Integrations Offer “Send To” Functionality
Wealthbox Team avatar
Written by Wealthbox Team
Updated yesterday

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

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