Our integrations are designed to help advisors streamline their manual processes to work more efficiently in our platform. By connecting with other tools you use every day, you can automate tedious tasks and have streamlined client visibility, when you need it most.
Wealth.com currently offers the below integrations, which you can find by going to your profile settings (your initials) and selecting Integrations. To learn more about a specific integration, click on it below:
CRM Integrations
Automatically track where your clients are in their estate planning process when your view them in your CRM
Portfolio & Custodial Data Integrations
Automatically import client and asset information into Wealth.com to eliminate manual data entry
Meetings Insights
Looking for something custom? Our flexible API and SFTP capabilities support custom integrations tailored to your firm’s needs. Learn more here.