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Knowledge Base

Learn about features, integrations, customizations and more.

Partner Integrations

How do I enable the Yourefolio Integration?
The FMG integration
The AdvicePay Integration
How do I activate the SmartAsset integration?
The RightCapital Integration
Enable single-sign-on for the Fidelity Wealthscape integration
The Fidelity Wealthscape integration
Account opening for the Fidelity Wealthscape integration
The Docupace integration
How to enable the Schwab Advisor Center integration
The Capitect Integration
How do I enable the integration with Mobile Assistant?
How to enable the SEI integration
Can I manually link Black Diamond accounts to my contacts?
How do I enable the Trust & Will integration?
The Addepar Integration
How to enable the Onramp Integration
The Healthpilot Integration
Send client details to Orion Connect
How to enable the Snappy Kraken integration
Schwab Digital Account Opening integration
Wealthbox / PreciseFP Mapping Table
The Box Integration
How do I enable the Wealth.com integration?
How to enable the LPL ClientWorks integration
How to Link Client Records from LPL ClientWorks to Wealthbox
List of LPL ClientWorks Data Elements Displayed in Wealthbox
How to Use Single Sign-On (SSO) Between LPL ClientWorks and Wealthbox
The Anasova Integration
How to enable the Summit Wealth integration with Wealthbox

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