Weathbox Integration Partner Program
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
Core program info
The Wealthbox Integration Partner Program empowers developers, ISVs, and technology companies to build seamless integrations with Wealthbox CRM — the modern CRM for financial advisors. Partners can connect their products directly to Wealthbox’s intuitive platform to enhance advisor workflows, data accuracy, and client engagement.
Who it’s for:
- Fintech platforms and wealth management solutions
- Developers and independent software vendors
- Data, portfolio management, and communication technology partners
Partners gain access to Wealthbox’s open APIs, developer documentation, and support resources designed to simplify integration and create value for financial professionals.
Program benefits & incentives
The Wealthbox Integration Partner Program helps technology providers bring innovative integrations to thousands of financial advisors using Wealthbox.
API Access & Developer Resources: Use Wealthbox’s secure APIs and developer tools to connect your app and streamline advisor workflows.
Partner Support: Get technical and business support from the Wealthbox partnerships team throughout development and launch.
Co-Marketing Opportunities: Collaborate on webinars, content, and marketplace promotion to reach a qualified advisor audience.
Ecosystem Exposure: Feature your integration in the Wealthbox Partner Marketplace to drive discovery and adoption among advisors.
Shared Growth: Expand your reach and add measurable value for joint customers through seamless, compliant integrations.
Partner Support: Get technical and business support from the Wealthbox partnerships team throughout development and launch.
Co-Marketing Opportunities: Collaborate on webinars, content, and marketplace promotion to reach a qualified advisor audience.
Ecosystem Exposure: Feature your integration in the Wealthbox Partner Marketplace to drive discovery and adoption among advisors.
Shared Growth: Expand your reach and add measurable value for joint customers through seamless, compliant integrations.
With a focus on simplicity, collaboration, and user experience, Wealthbox helps partners deliver integrations that advisors love to use.
Resources
FAQ
Developers, fintech platforms, and technology companies serving financial advisors are welcome to apply to build integrations with Wealthbox.
Wealthbox supports integrations across data syncing, communication tools, financial planning, analytics, marketing automation, and other applications that improve advisor efficiency.
After your integration is reviewed and approved by the Wealthbox team, you can publish it in the Wealthbox Partner Marketplace, gaining visibility among thousands of advisors and firms.
Partners receive access to developer documentation, API credentials, testing environments, and ongoing support from Wealthbox’s technical and partnerships teams to ensure a smooth build and launch process.
