Wealthbox Integrations

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

Intulse is a business VoIP provider, offers hosted/cloud VoIP UCaaS services to businesses. We offer managed VoIP phone systems for businesses in the USA designed for mobility, speed, flexibility, & more. Intulse was established in 2015 to assist businesses who were stuck with old communication systems that did not do enough but cost a lot. The Intulse UCaaS (Unified Communication as a Service) solution is designed to increase productivity through the Intulse App which offers a VoIP softphone, SMS texting, messaging, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings (including AI generated), unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and service. Intulse offers 24/7, 100% US-based support which is unmatched in the industry, and we answer the phone when you call.

Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

Simplii's click-to-call functionality allows you to seamlessly transition from web browsing to making phone calls with just a single click. Once activated, any phone number displayed in your Chrome browser becomes clickable. Additionally, our Fusion extension ensures that any incoming calls to your phone will appear on any open tab in your Chrome browser. The Screen Pops feature enables you to either answer or decline calls, send text responses, and even manage call transfers or holds directly from your screen. Furthermore, you can jot down notes and contact details within the Screen Pop, and this information will be instantly saved to your contacts. When linked with an integrated Simplii CRM, all relevant data, including call history, call recordings, SMS messages, call dispositions, and notes, are recorded in real-time, synchronizing effortlessly with your CRM. Simply connect your CRM account to Fusion, and you'll see the logs being updated automatically, enhancing your workflow and communication efficiency. This integration not only streamlines your calling process but also ensures that all your interactions are meticulously documented for future reference.

Integrately simplifies the automation of your manual tasks with just a single click. Designed for businesses, professionals, and entrepreneurs seeking a quick and easy way to streamline their operations, it eliminates the need for coding expertise. All you have to do is select your applications and choose from over 250,000 ready-to-use one-click integrations to activate them effortlessly! By utilizing Integrately, you can seamlessly connect apps like Salesforce, Google, Hubspot, and Facebook, allowing for automatic data transfers that ultimately save you valuable time and resources. With a vast selection of fully prepared integrations at your fingertips, you can activate them in a single click—no complicated steps or extensive learning required, and isn’t that incredible? You can effortlessly send marketing leads to your CRM, log leads or purchases into a spreadsheet, and synchronize meetings in both your CRM and Google Calendar. Additionally, you can set up notifications via Email or Slack when a deal is won and even automate the creation of invoices in Quickbooks. With Integrately, you can connect your apps in as little as five minutes, making it an incredibly efficient solution for anyone looking to optimize their workflow. The ease of use and immediate results make it a game changer for busy professionals.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

Select the approved applications from our integration library and utilize the flow builder to set up the necessary actions and fields to initiate the synchronization process. Once this is done, the communication between your applications and KonnectzIT will commence, and the platform will manage everything from that point onward. Are you feeling overwhelmed by routine tasks that, while straightforward, consume excessive amounts of your valuable time? Are you unable to focus on more significant projects because you're bogged down by these mundane responsibilities? If you're in search of a simple yet powerful solution to reclaim your time, resources, and energy, look no further. Employ our user-friendly drag-and-drop visual builder to effortlessly link applications and synchronize data between them. Depending on the extent of your automation needs, this can save you numerous hours each day. The more extensive your connections, the more time you can free up on a daily basis. Easily and efficiently automate limitless tasks with our visual connect builder, regardless of the complexity of your workflow. Our builder not only simplifies the process of connecting applications but also allows you to clearly visualize the automation setup while you're configuring the tasks, ensuring a seamless experience.

RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows. With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

Nango stands out as a leading product integration platform that empowers developers to implement integrations with over 300 APIs in just a matter of hours. It simplifies the complexities of API interactions through a variety of pre-built integrations, developer tools, and user interface components. By using Nango, developers maintain complete control over their code and have direct access to external APIs, enabling them to create tailored integrations that meet their customers' specific needs, much like an in-house development team would. The platform is designed with built-in support for all types of authorization and API peculiarities, presenting a unified interface that works with your own data models while ensuring smooth user interfaces for top-tier integration experiences. Each developer tool is customized for individual APIs, effectively managing pagination, rate limits, and other essential features. Furthermore, Nango includes an AI co-pilot that has been trained on a multitude of integrations to help facilitate the creation of custom solutions. For those who need additional expertise, Nango not only connects users with API specialists but also offers a service where their engineers can craft bespoke integrations tailored to specific requirements. This comprehensive approach ensures that developers have the resources and support needed to succeed in their integration projects.

We merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy.

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

Our chat representatives offer instant replies during key moments of a customer's purchasing journey. They have the ability to convert more site visitors into leads for your business, particularly those who might not take the step to fill out a contact form or initiate a phone call. By managing routine tasks such as completing forms for new client intakes around the clock, chat representatives free up your time for more important matters. Additionally, we facilitate appointment scheduling and bookings for your business, ensuring you maximize every opportunity. We guarantee to match or undercut any competitor's pricing, allowing you to save on costs. Our fixed monthly fee covers unlimited chat interactions at any time, day or night, on your behalf. The visitors to your site are a testament to your marketing and branding efforts, and we promise transparency without unexpected charges. Don't let limitations hold you back; we provide your website with continuous support from real people, enhancing engagement and customer satisfaction at all hours. With our dedicated team, you can focus on growing your business while we handle the communications.

An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.

Celebrate birthdays, anniversaries, and various events without the hassle of apps or software needed for client communication. With our system, automated and efficient messaging allows you to focus more on what you excel at. We liaise directly with your compliance team to ensure that all communications are monitored and properly archived. Importing contacts from your CRM or mobile device is a breeze, enabling you to start texting right away. Every conversation will be automatically saved within your CRM for easy access. You can also plan future messages and set up recurring alerts for significant dates, giving you peace of mind. Just hit send once, and let your marketing run seamlessly! In case you lack a landline for text functionality, we can provide you with a dedicated text number and will forward any incoming calls to your preferred number. This way, you can maintain constant communication with your clients without any interruptions.

Envestnet MoneyGuide focuses on streamlining financial planning that is centered around achieving specific goals, making it accessible for everyone. Our user-friendly financial planning resources empower advisors of various sizes to tailor their services according to the distinct requirements of each client. With a client-centric design, MoneyGuidePro® delivers advanced solutions and intelligent assumptions to assist advisors in managing the intricate financial factors affecting their clients' lives. Additionally, MoneyGuideElite℠ serves as an interactive planning platform that allows advisors to visually represent aspects such as income distribution, tax strategies, lifetime protection plans, and the pros and cons of annuities. To facilitate effective communication and information gathering, we provide an array of resources including questionnaires, brochures, and videos. Furthermore, our marketing storefront allows you to personalize printed materials with your own contact details and branding, enhancing your professional image. This comprehensive approach ensures that advisors are well-equipped to support their clients' financial journeys.

Quickwork is used by enterprises to create simple and complex workflows. It also allows them to create and publish APIs that are secure, and to manage conversational interactions between employees, customers, and partners. This helps to provide an excellent user experience. Quickwork is an all-in one platform that provides the tools and services needed to build powerful and scalable integrations. It also offers serverless APIs and conversational experiences. Drag and drop applications to create powerful integrations. No need to write a line of code. You can choose from 1000s of apps for business, consumer, analytics, messaging and IoT. Quickwork's API Management allows you to convert any workflow into an REST API in a single click. Our serverless infrastructure allows you to scale your APIs elastically and securely. Create and manage real-time messaging and conversational workflows across multiple channels with human agents, IoT devices, and chatbots.

Nitrogen serves as a robust platform tailored to equip financial advisors with essential tools that assess risk tolerance, create individualized proposals, and perform comprehensive investment research, all while ensuring a seamless user experience. This platform boasts sophisticated analytics and research capabilities, allowing advisors to engage in detailed investment evaluations that cater to clients with a strong analytical focus. By aiding in the modeling of risk capacity, timeframes, and likelihoods of success, Nitrogen plays a crucial role in guiding clients toward their retirement aspirations. Additionally, it provides customizable marketing resources, such as client-oriented videos and templates, to bolster client outreach and acquisition strategies. Among its notable features is the Insights Dashboard, which presents growth and risk analytics across managed assets, offering advisors a retrospective view of their performance metrics. Furthermore, Nitrogen's ability to integrate with various financial planning and portfolio management tools enhances its utility, making it an indispensable asset for advisors striving to optimize their client services. Ultimately, this comprehensive solution fosters deeper client relationships and supports advisors in navigating the complexities of financial planning.

Are you looking to create a marketplace, an online learning platform, or a membership site? Discover a variety of tools, integrations, workflows, and comprehensive guides to kickstart your project. You can explore various applications, identify alternatives, compare features, and provide your feedback. If you're interested in automating repetitive tasks, access a centralized hub for integrations from platforms like Zapier, Integromat, Automateio, and more, allowing you to compare pricing and functionalities. Delve into resources such as guides and tutorials offered by both the community and vendors. Share your expertise and knowledge, and tap into the collaborative spirit of the nocode community. Establish your profile, select your preferred tools, and showcase your tech stack to connect with others. Engaging with this vibrant community can foster innovation and inspire creativity in your endeavors.