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.

Smith.ai Live Chat is the fastest and friendliest way to screen, convert and capture website leads. Live chat agents are available 24/7 to answer questions, screen leads, and schedule appointments. Only pay for relevant chats. All platforms are easy to set up. Instant chat transcripts in email and CRM Instant chat transcripts in email and CRM Included SMS. Chat to Call allows customers to call you. Smith.ai Live chat is the best and most affordable way to convert website leads into sales leads that will help you grow your business.

Integrately allows you to automate manual tasks with just one click. It's designed for professionals, owners, and business people who want to automate their processes quickly. There is no need to hire coders. Select your apps, choose from 250K+ ready-to-use 1 click integrations, and you're good to go. Integrately allows you to integrate apps such as Salesforce, Hubspot and Google, and save time and money. You can search from over 250,000+ ready-made integrations and activate them in just one click. It's amazing! Ready mappings. There are no steps to follow or learning. Send marketing leads to your CRM. Your leads/purchases can be added to a spreadsheet. Update CRM and Google calendar meetings. Notify via Email/Slack when Deal is won Quickbooks automatically creates invoices. Integrately is easy to use and requires no learning curve. You can connect your apps within 5 minutes.

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.

Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier is trusted by more than 3 million people to handle their tedious tasks.

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.

Simplii's click-to-call feature allows you to quickly go from browsing the internet and call someone by clicking one button. Once you enable this feature, any phone number that appears in your Chrome browser will be clickable. Any incoming call to your phone will be displayed across all tabs of your Chrome browser using our Fusion extension. Screen Pops allow you to respond to calls, reject them, or send text messages. You can also transfer calls or place them on hold from your screen. Screen Pops also allow you to enter notes and contact information directly into the screen. This information is immediately saved onto your contacts. All call history, call recordings and SMS messages are recorded in real-time to any Simplii CRM. Simply connect to Fusion to view the logs automatically.

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.

Connect apps, analyse data, and create memorable KPI dashboards. It's a drag-and-drop solution, no development skills required! You can solve the most common integration problems. You can build your automation workflow from a single screen. Connect multiple apps without writing a single line code. You can create simple, one-to-one or multi-app automations in minutes. You can control and organize your data flow with conditional logics, time delay and data formatting. Automate and integrate at lightning speed Drag & drop interface, zero coding required. Multi- and multi-step processes, including loops, conditional, parallel, and conditional. Your organisation can empower everyone to make data-driven decisions that lead to strategic actions. Drag and drop interface. You can choose from a wide range of chart types, including line, bar and pie, area, gauge, and others.

Select the authorized applications from our integration list. To start the sync, configure the actions and fields with flow builder. KonnectzIT will manage the communication between the apps. Are you tired of doing repetitive daily tasks that are simple, but time-consuming? You can't do any other important work if you have to dedicate your time and effort to these simple tasks. You are looking for a simple but effective way to save time, money, effort, and your time? Drag and drop visual builder to instantly connect the applications to sync data. It can save you hours depending on how much automation volume you have. The more connections you have, the less time you will spend each day. Simply connect the applications and automate unlimited tasks with a visual connect builder. No matter how complex your workflow, our builder can help you visualize the automation setup while configuring tasks.

Chat agents are available to provide immediate assistance during critical buying windows. Chat agents can help you generate more leads online from website visitors to your company who might not otherwise complete a contact form. Chat agents can save you time by helping your business fill out routine tasks such as filling out forms to capture new clients 24/7. Chat Agents assist customers to book and schedule appointments. We will do whatever it takes to make sure you get the most from your appointments. We will match or beat any competitor's prices, so don't overpay. Our fixed monthly rate includes unlimited chat engagements for your account. Your marketing and brand-building efforts are the reason your web visitors are there. We won't be surprised. There will be no additional charges. Don't limit your potential. We provide 24/7 staffing for your website with real people.

All-in-one platform designed for relationship-focused financial advisors. A modern and intuitive UI that allows you to access all of your client information. White label mobile app and portal available with a beautiful, intuitive client experience. You can access performance reporting, trading and rebalancing, billing, document vault, and more. Connect with 25 of the most prominent wealth-tech vendors in CRM planning, risk management, and risk management. Direct connections to 14 custodians as well as thousands of financial institutions. CircleBlack can help your firm save time, delight clients and win more business, no matter how small or large. CircleBlack is the destination for advisors who are looking for a modern technology solution to their new RIA. We provide white glove support to simplify the transition, minimize client leakage, and promote professionalism.

RightCapital's platform turns complexity into clarity, with ease, precision and dynamism. Clear illustrations of multiple scenarios, stress testing, and more. Your clients will be grateful that you helped them turn their golf in the morning, beach all day dreams into reality. Show your clients how to save money by using a tax-efficient distribution plan. Explain withdrawal schedules and Roth converts in a language they will understand. Protect your clients from situations like disability or death. Assess their needs and determine the best ways to meet them. Use our unique student loans module to illustrate different repayment programs so that clients can reduce their payments. Help your clients or their kids reduce the burden of student loan debt. RightCapital provides the clarity, flexibility and support that you need to confidently create financial plans.

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.

Engage in each client interaction and be fully present. This will help you build stronger relationships. Zocks can capture financial and personal details without recording client conversations. It also integrates with CRM to automate follow-up tasks, communications and workflows. Zocks can capture all the information you need without recording conversations. Zocks analyzes virtual or in-person conversations and automatically captures key information about your client's financial status, investment goals, life events, and more. Never miss a personal or financial fact.

We combine design thinking with personal finance to show clients their complete financial picture with clarity. Asset-Map, a financial tech startup based in Philadelphia PA, is an award-winning financial tech startup. Asset-Map has over $1.4 trillion in financial instruments. Advisors can use their professional insight to visualize all the household's finances in an Asset-Map report. Interactive Target-Maps allow you to identify the most important financial priorities of a household and track their progress. Intuitively search for and filter entire advisory practices by keeping an eye on households that require attention in a way that is unique. Book a demo today to join the thousands of financial advisors who help their clients make better financial decisions.

Investors will make better decisions if financial advisors aren’t afraid to discuss risk. No more stereotyping investors based on age. It is time to act in the best interest of investors and prove that it quantitatively. No more stereotyping investors based on their age. It is time to act in the best interest of investors and prove that quantitatively. Risk Assessments are able to pinpoint the level of risk that an investor is willing to take. They eliminate all stereotypes that have made risk tolerance almost meaningless. The most scientific framework can be used to objectively determine an investor's Risk Number®, regardless of whether you are in the same room or around the globe. Portfolio analysis allows you to determine how much risk an investor is currently taking.

Birthdays, anniversaries and other events. Clients won't need to download any software or app to communicate with you. You can have more time for what you love by having client communication scheduled, automated, and efficient. We work directly with your compliance department to ensure that your messages are monitored and kept safe. You can import your contacts directly from your CRM or mobile phone and start texting immediately. Your conversations will be immediately archived in your CRM. You can create recurring messages and plan messages for the future. You can push send once and have your marketing done in a worry-free manner. We can create a text number to enable text messaging and forward all calls to your chosen number.

Envestnet MoneyGuide aims to make goal-based financial plan efficient and approachable. We offer easy-to-use tools for financial planning that allow advisors to customize their services according to the needs of their clients. MoneyGuidePro® is a financial planning tool designed with advisors in mind. It provides sophisticated solutions, smart assumptions and helps advisors navigate complex financial elements. MoneyGuideElite (sm) is a planning solution that allows advisors to visualize income distribution, tax planning strategies, lifetime protection strategies and the benefits and tradeoffs associated with annuities. We offer a variety of brochures, videos and questionnaires to help you communicate with your clients effectively and gather the information needed to create a plan. Our marketing storefront allows you to customize print documents with your logo and contact information.

How to build a marketplace, online school, or membership site? You will find tools, integrations, workflows, and guides to help you jumpstart your idea. Browse tools and apps, compare features, and leave feedback. Automating routine tasks? All integrations from Zapier and Integromat, Automateio, and other automation platforms are available in one place. Compare features and prices. Find tutorials and guides from vendors and the community. Contribute your knowledge. Make use of the nocode community's openness. Create your profile, grab your favorite tools, and share your stack.