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What Integrations Offer “Send To” Functionality?

Wealthbox Support
Wealthbox Support
  • Updated

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

  • Annuities Genius

  • BackNine Insurance

  • Catchlight
  • Corporate Merch

  • Docupace

  • Envestnet MoneyGuide

  • Fidelity

  • Flourish

  • fpAlpha

  • fpPathfinder

  • Holistiplan
  • Integromat(Make)
  • Intulse

  • Knudge

  • Laser App Anywhere and Laser App Enterprise

  • LeadPilot
  • LPL Clientworks

  • Max for Advisors

  • Orion

  • Raymond James(RCS Affiliated Advisors)

  • RightCapital

  • Schwab

  • Turnqey
  • VRGL

  • White Swan