Amplify Adds Wealthbox CRM to Growing Integration Ecosystem

The integration allows client data to flow seamlessly from CRM through onboarding, account opening, investment management, and reporting.

Amplify has announced a new integration with Wealthbox CRM, one of the most widely used CRM platforms in the independent advisory industry. The integration enables client data to move directly from Wealthbox into Amplify’s digital onboarding workflow and continue through multi-custodial account opening, investment management, trading, and performance reporting—helping eliminate duplicate data entry across the client lifecycle.

The launch further expands Amplify’s API-first operating architecture, which allows firms to connect leading fintech solutions into a unified operating environment rather than managing disconnected applications and fragmented workflows. Wealthbox joins Redtail CRM, Goldman Sachs Custody Solutions and DocuSign within Amplify’s growing integration ecosystem.

Expanding the depth of integrations available also aligns with the firm’s approach to the all-in-one experience: providing advisors with the flexibility to use the solutions that best fit their business while maintaining a consistent layer of unified data, execution, and presentation across the platform. The result is a more connected experience for advisors and clients alike.

Read the full release here