Embed
WealthBox
Integrations inside your app
Here are some of the things you can do with
WealthBox
:
Connect with user's account: Integry will authenticate and retrieve your user's API access
Make any API Call: You can make any API call
Poll or listen to events: You can listen to events from the API using polling or webhooks
What's
WealthBox
?
Wealthbox is a modern CRM platform designed specifically for financial advisors, offering intuitive tools for client management, workflow automation, and team collaboration. It streamlines daily operations with features like contact management, task tracking, and seamless integrations with financial planning tools.
Add triggers from
WealthBox
Listen to any event in real-time or poll for data with Integry's 500+ pre-built triggers or add your own.
Take action on
WealthBox
Take action with more than 1,200+ pre-built actions or create your own.
Auth included for
WealthBox
Get up and running right away with Integry's connector. You can whitelabel your connector as well.
Embed
WealthBox
Integrations in your app
Use our Marketplace SDK to embed, configure and customize integrations in your app
Build Complex Integrations with
WealthBox
Build any algorithm without coding. Use custom code, loops, conditions, control flow, storage, cache, recursion, HTTP calls and more...
Use Pre-made UI
or Build your own
Give your users UI to setup integrations
Super-charge your software with delightful integrations
The only integration tool you’ll need
