Seamlessly Integrate Wealth.com Into the Tools You Already Use
Connect client data across 20+ trusted platforms including eMoney, Black Diamond, Schwab and more without the manual work.
Let our integrations do the heavy lifting so you can focus on delivering value, not data entry.
Pull detailed client portfolio data directly into estate reports.
Sync client and household data from Advyzon into Wealth.com for a streamlined estate planning workflow.
Integrate client equity grants and valuations for a full financial picture.
Upload client assets from your Schwab account for centralized tracking.
Sync client crypto asset values and ownership directly into their balance sheet.
Import client and asset data directly into Wealth.com in seconds—no CSVs, no manual entry.
Open and fund trust accounts directly in Wealth.com with Goldman Sachs Custody Solutions, with data prefilled by Ester for a faster, cleaner workflow.
Log in easily and securely using your Google credentials.
Seamlessly integrate client progress updates to monitor every step.
Sync meeting intelligence so advisor conversations, notes and action items are reflected across estate and tax planning workflows.
Sign on with enterprise-ready authentication for secure user access.
Bridge the gap between planning and performance with Orion account connectivity.
Link client’s progress directly into your Redtail account for better oversight.
Sync your client’s estate planning activity for streamlined visibility.
Aggregate complex client financial data, including K-1s and alternative investment holdings, to bring richer context into Wealth.com.
Transfer a client’s full asset stack from Black Diamond for convenient monitoring.
Have client activity reflected in real-time in your Wealthbox account for effortless tracking.
Enable clients to link external accounts to enrich the estate planning experience.
Connect client real estate portfolios for current estimates and property details, instantly.
Transform client meetings into structured insights using Zocks, with key details flowing directly into Wealth.com.