Yes, Wealth.com customers can leverage our proprietary API to pass data bi-directionally, ensuring data integrity across systems. This will give you the ability to create custom events to trigger internal workflows.
For example, any time a new asset, document, or entity is recognized, an event can fire into Salesforce, or our partner’s preferred CRM system.
Visit our API reference guide here for more information.
Interested in building something custom? Contact us at partners@wealth.com.