Integrations

Wealthbox / PreciseFP Mapping Table

A detailed list of fields that map to/from PreciseFP

Written by Team Wealthbox
Updated over a week ago

How to enable the Snappy Kraken integration

Enable the Snappy Kraken integration to setup a bidirectional sync of contacts between Wealthbox and Snappy Kraken.

Written by Team Wealthbox
Updated over a week ago

How to enable the Addepar integration

Enable the Addepar integration to access client account information in Wealthbox

Written by Team Wealthbox
Updated over a week ago

Send Client Details to Orion Connect

Enable the enhanced Orion integration so you can send and update contact details from Wealthbox seamlessly into Orion.

Written by Team Wealthbox
Updated over a week ago

How to enable the Onramp Integration

Enable the Onramp integration to access account balances within Wealthbox

Written by Team Wealthbox
Updated over a week ago

Schwab Digital Account Opening Integration

Wealthbox's "Send To" Feature Helps Advisors Send Contact Details to Schwab Advisor Center

Written by Team Wealthbox
Updated over a week ago

How to enable the Trust & Will integration

Enable the Trust & Will integration to share estate planning data between Wealthbox and Trust & Will

Written by Team Wealthbox
Updated over a week ago

How do I use the RightCapital integration?

Written by Team Wealthbox
Updated over a week ago

Can I manually link Black Diamond accounts to my contacts?

Search & Link Black Diamond Client Relationships

Written by Team Wealthbox
Updated over a week ago

How to enable the SEI integration

Enable the SEI integration to access account balances and positions from SEI within Wealthbox

Written by Team Wealthbox
Updated over a week ago

How to enable the Capitect integration

Enable the Capitect integration to access account balances and positions from Capitect within Wealthbox

Written by Team Wealthbox
Updated over a week ago

How to enable the Schwab Advisor Center integration

Enable the Schwab integration to access account balances and SSO from Wealthbox

Written by Team Wealthbox
Updated over a week ago

Docupace Integration

Enable the Docupace integration so you can create client folders and pre-fill forms in Docupace to speed up the account opening process

Written by Team Wealthbox
Updated over a week ago

Enable account opening for the Fidelity Wealthscape integration

Learn how to send contact details from a Wealthbox Contact to Fidelity Wealthscape

Written by Team Wealthbox
Updated over a week ago

Enable single-sign-on for the Fidelity Wealthscape integration

Learn how to SSO from a Wealthbox Contact to Fidelity Wealthscape

Written by Team Wealthbox
Updated over a week ago

Enable AdvicePay Integration

Written by Team Wealthbox
Updated over a week ago

Enable Fidelity Wealthscape File Feed integration

Written by Team Wealthbox
Updated over a week ago

How do I enable the RightCapital integration?

Written by Team Wealthbox
Updated over a week ago

How does the Fidelity Wealthscape integration work?

Written by Team Wealthbox
Updated over a week ago

How do I activate the SmartAsset integration?

Written by Team Wealthbox
Updated over a week ago

How do I enable the FMG Suite Integration?

Written by Team Wealthbox
Updated over a week ago

How do I enable the Yourefolio Integration?

Written by Team Wealthbox
Updated over a week ago

How do I enable the RIA in a Box integration?

Written by Team Wealthbox
Updated over a week ago

How do I enable the MyRepChat integration?

Written by Team Wealthbox
Updated over a week ago

How does the Black Diamond integration work?

Written by Team Wealthbox
Updated over a week ago

How does the Veo® / Veo One® Account Creation with TD Ameritrade Institutional Integration work?

Written by Team Wealthbox
Updated over a week ago

Enable Black Diamond Integration

Written by Team Wealthbox
Updated over a week ago

How does the Betterment for Advisors integration work?

Written by Team Wealthbox
Updated over a week ago

Enable Betterment for Advisors Integration

Written by Team Wealthbox
Updated over a week ago

Enable single-sign-on for the Veo One® Account Creation | TD Ameritrade Institutional Integration

Learn how to make fast account openings even faster with single-sign-on

Written by Team Wealthbox
Updated over a week ago

Enable Veo® / Veo One® Account Creation | TD Ameritrade Institutional Integration

How to enable super fast account openings for Advisors who custody assets with TD Ameritrade Institutional

Written by Team Wealthbox
Updated over a week ago

How do I enable the RetireUp Integration?

Written by Team Wealthbox
Updated over a week ago

How do I enable the PreciseFP integration and how does it work?

PreciseFP integration instructions

Written by Team Wealthbox
Updated over a week ago

How do I enable the Copytalk integration?

Instructions to enable and use the Copytalk integration

Written by Team Wealthbox
Updated over a week ago

How does the Copytalk integration work?

Instructions to use Copytalk with Wealthbox

Written by Team Wealthbox
Updated over a week ago

How do I enable the Wealthbox integration in eMoney?

Written by Team Wealthbox
Updated over a week ago

How do I integrate Wealthbox CRM with Slack?

Written by Team Wealthbox
Updated over a week ago

How do I connect my Twitter feed to my account?

Written by Team Wealthbox
Updated over a week ago

How do I enable the Blueleaf integration?

Written by Team Wealthbox
Updated over a week ago

How do I launch Envestnet MoneyGuide for a client?

Written by Team Wealthbox
Updated over a week ago

How do I customize what notifications are sent to Slack?

Written by Team Wealthbox
Updated over a week ago

Which components does the TD Ameritrade Veo One integration include?

Written by Team Wealthbox
Updated over a week ago

Where will I find the link for Blueleaf information for my client?

Written by Team Wealthbox
Updated over a week ago

How do I integrate with Envestnet MoneyGuide?

Written by Team Wealthbox
Updated over a week ago

How do I get my Bluleaf API key?

Written by Team Wealthbox
Updated over a week ago

How do I link an existing client after the Albridge integration is enabled?

Written by Team Wealthbox
Updated over a week ago

How do I send a contact to LaserApp Anywhere?

Written by Team Wealthbox
Updated over a week ago

Which fields sync between eMoney and Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I send a contact to LaserApp Enterprise?

Written by Team Wealthbox
Updated over a week ago

How do I refresh the account and holding-values for a specific client record?

Written by Team Wealthbox
Updated over a week ago

How can I integrate with Riskalyze?

Written by Team Wealthbox
Updated over a week ago

What will I be able to do after the Albridge integration is enabled?

Written by Team Wealthbox
Updated over a week ago

What fields does Wealthbox send to LaserApp?

Written by Team Wealthbox
Updated over a week ago

How do I enable the Albridge integration?

Written by Team Wealthbox
Updated over a week ago

What does the Riskalyze integration include?

Written by Team Wealthbox
Updated over a week ago

How do I integrate my Wealthbox CRM account with Orion?

Written by Team Wealthbox
Updated over a week ago

How do I integrate with TD Ameritrade?

Written by Team Wealthbox
Updated over a week ago

How do I create an API access token?

Written by Team Wealthbox
Updated over a week ago