Integrations

Connect your CRM. We do the rest.

Signals come from data you already have. Wealthbox connects instantly. On any other CRM, our concierge onboarding keeps your data fresh while we ship the integration, so you get value from day one.

BeyondWill, connect your CRM
BeyondWill integrations: connect Wealthbox or your CRM.

CRMs

Where your data lives.

Wealthbox
Live, instant connect
Redtail
Concierge today · API on deck
Salesforce / Practifi
Concierge today · API on deck
Junxure · Tamarac
Concierge · API roadmap

No API? No problem.

Concierge onboarding bridges the gap.

If your CRM isn’t connected yet, you upload a secure export and our team keeps your data fresh, you experience a dashboard that simply refreshes. The concierge model retires itself as each integration ships, with no change for you.

  • ✓Read-only: we never modify your CRM
  • ✓Encrypted upload, audit-logged
  • ✓Fresh signals on a regular cadence
Connect your CRM
CRM connect

Still have questions?

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