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
Log in easily and securely using your Google credentials
Seamlessly integrate client progress updates to monitor every step.
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
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