The Best Wealthbox Integrations and Apps in 2026
Wealthbox is where a lot of RIAs and financial advisors run client relationships, notes, tasks, and workflows — but it’s only as useful as the tools it talks to. The good news: Wealthbox connects with 150+ tools across the advisor tech stack. The gap: if the tool you need isn’t on the list, you’re back to rekeying client data between systems by hand.
Here are the Wealthbox integrations actually worth setting up, grouped by what they do — and then the way to connect Wealthbox to anything with an API, even when no native integration exists.
Financial planning: MoneyGuidePro, eMoney, and RightCapital
- MoneyGuidePro — a web-service integration with single sign-on and shared client data between the CRM and the plan.
- eMoney — look up eMoney account data straight from a Wealthbox contact, with single sign-on.
- RightCapital — sync notes and tasks in real time so planning workflows stay in step with the CRM.
Portfolio and risk: Orion, Nitrogen, Morningstar, and AdvisorEngine
- Orion — view client account balances and performance from Orion inside Wealthbox, with single sign-on.
- Nitrogen (formerly Riskalyze) — pull risk assessments and proposals into the client record.
- Morningstar and AdvisorEngine — bring research and portfolio data alongside the relationship record.
Custodians: Schwab and Fidelity
- Schwab — sync account data from the custodian into Wealthbox contacts.
- Fidelity — the same for firms custodying with Fidelity, so balances and holdings show up on the client record.
Productivity: Google Workspace and Microsoft 365
- Google Workspace — sync Gmail, Google Calendar, and contacts so client emails and meetings tie back to the CRM.
- Microsoft 365 / Outlook — connect Outlook email and calendar to keep client communications on the record.
Scheduling and meetings: Calendly and Zoom
- Calendly — let clients book review meetings that flow into your calendar and CRM.
- Zoom — schedule and launch client meetings tied to the Wealthbox contact.
Marketing: Mailchimp
- Mailchimp — sync Wealthbox contacts into Mailchimp audiences for client newsletters and campaigns.
No-code automation: Zapier
- Zapier — connect Wealthbox to thousands of apps with simple triggers (“new contact → do X”). Good for basic field-mapping, not for reasoning over client data.
The AI way to connect Wealthbox to anything: Carly
Native connectors cover the big advisor systems. But the moment you need Wealthbox tied to a tool that isn’t on the list — or you want something smarter than “new contact → copy field” — you’ve hit the ceiling of native integrations and no-code triggers.
Carly is an AI executive assistant that connects to 200+ tools and, crucially, lets you bring your own API key to connect to anything with a REST API — Wealthbox included. Instead of a fixed catalog, you get an agent that:
- Acts on triggers, 24/7 in the cloud — when a review is due, a task is created, or a client milestone hits, Carly does the next step without you in the app.
- Reasons over your data — not just “copy this field,” but “read the client notes, draft a personalized review agenda, and send it for my approval.”
- Ties Wealthbox to the rest of your stack — updating a contact becomes one step in a workflow that also touches email (Gmail and Outlook), calendar, and tasks.
- Builds the workflow from a plain-English description — tell it “when a client’s annual review date is 30 days out, draft the outreach email and schedule the meeting” and it interviews you, then builds it.
AI agents start at $35/month, and steps in a workflow that don’t use AI run free and unlimited. See the full Claude + Wealthbox integration guide for how the API-key connection works.
How to connect Wealthbox to a tool with no native integration
- In Wealthbox, generate an API access token from your account settings (Settings → API Tokens).
- Paste your Wealthbox token into Carly on the integrations page.
- Describe the workflow in plain English, and Carly builds it — connecting Wealthbox to whatever else you need, on triggers, without your laptop open.
Frequently Asked Questions
Does Wealthbox have integrations?
Yes. Wealthbox connects with 150+ tools across the advisor stack, including financial planning (MoneyGuidePro, eMoney, RightCapital), portfolio and risk (Orion, Nitrogen, Morningstar), custodians (Schwab, Fidelity), Google Workspace and Microsoft 365, plus Zapier for no-code automation and a REST API for custom connections.
What is the best Wealthbox integration for automation?
For simple triggers, Zapier covers most apps. For automation that acts on triggers and reasons over your client data — and to connect Wealthbox to tools with no native integration — an AI agent like Carly connects via your Wealthbox API token and runs workflows in the cloud.
How do I connect Wealthbox to an app that isn’t listed?
Use the Wealthbox API. Generate an API access token in your Wealthbox settings, then hand it to a platform that supports bring-your-own-API-key connections — Carly does this and can wire Wealthbox to any tool with an API.
How much does an AI automation for Wealthbox cost?
Carly’s AI agents start at $35/month, with non-AI workflow steps running free and unlimited. Your Wealthbox plan and API access are separate.
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