CRM · Beta
Wealthbox
API integration
Ship CRM features without building the integration. Full Wealthbox API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.
Built for specific customer use cases. Issues are resolved quickly.
Talk to usUse Cases
Why integrate with Wealthbox
Common scenarios for SaaS companies building Wealthbox integrations for their customers.
Sync advisor team rosters into your SaaS product
If you build software for wealth management firms, pulling user directory data from Wealthbox lets you automatically provision accounts, map permissions, and keep team structures in sync — so advisors don't have to manually re-enter their firm's org chart in your app.
Auto-populate meeting prep tools with advisor context
AI meeting assistants and financial planning tools can identify which advisor or team member owns a client relationship by querying the Wealthbox user directory, enabling smarter routing of summaries, tasks, and follow-ups to the right person.
Enable role-aware experiences in client-facing portals
Client portal and document vault products can use Wealthbox user data to tailor their UI based on whether the logged-in user is a lead advisor, paraplanner, or client service associate — without asking the firm to configure roles manually.
Power compliance and audit dashboards with firm user data
Compliance and reporting SaaS can pull the canonical list of users from Wealthbox to track which advisors are active, monitor access patterns, and generate audit-ready reports tied to real CRM identities.
What You Can Build
Ship these features with Truto + Wealthbox
Concrete product features your team can ship faster by leveraging Truto’s Wealthbox integration instead of building from scratch.
Automatic team provisioning from Wealthbox
Sync the firm's Wealthbox user roster into your app on connect, automatically creating accounts and assigning roles without manual CSV imports.
Advisor-to-user identity mapping
Match Wealthbox users to your app's user records so that downstream actions — task creation, notifications, activity logging — can be correctly attributed to the right team member.
Real-time team directory widget
Display a live, searchable directory of the firm's Wealthbox users inside your product so operations staff can quickly assign work to the correct advisor or CSA.
User lifecycle event detection
Detect when users are added or deactivated in Wealthbox and trigger corresponding provisioning or offboarding workflows in your SaaS product.
Firm org-structure sync for permission management
Pull Wealthbox user groups and team data to automatically mirror the firm's organizational hierarchy in your app's permission model.
Unified APIs
Unified APIs for Wealthbox
Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.
Unified User Directory API
Users
The User object represents a User.
How It Works
From zero to integrated
Go live with Wealthbox in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Wealthbox account
Use Truto’s frontend SDK to connect your customer’s Wealthbox account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Wealthbox
Truto’s Proxy API is a 1-to-1 mapping of the Wealthbox API. You call us, we call Wealthbox, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Wealthbox’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Wealthbox on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
What Unified APIs does Truto support for Wealthbox today?
Truto currently supports the Unified User Directory API (Users) for Wealthbox. This lets you read user and team data from a connected Wealthbox account through a standardized schema. Additional tools and unified API categories (contacts, tasks, opportunities, etc.) can be built on request.
How does authentication work for the Wealthbox integration?
Wealthbox uses OAuth 2.0 for third-party API access. Truto manages the full OAuth flow — token exchange, storage, and refresh — so your end users simply authorize via a connect dialog and you never handle raw credentials.
Can I access Wealthbox contacts, tasks, or opportunities through Truto?
Not out of the box today. The current integration covers the Unified User Directory API. However, Truto can build additional tools and unified API mappings for Wealthbox data models — including contacts, households, tasks, opportunities, and activity streams — on request.
Does Truto handle Wealthbox API pagination and rate limits?
Yes. Truto abstracts away pagination logic and respects Wealthbox's rate limits automatically, so you get complete result sets through a single unified API call without worrying about cursor management or throttling.
Can I access Wealthbox custom fields and tags through the integration?
Custom fields and tags are part of Wealthbox's contact and opportunity data models, which are not yet covered by the current Unified User Directory API. If your use case requires syncing custom fields or tags, Truto can build that support on request.
How quickly can I go live with a Wealthbox integration using Truto?
For user directory sync, you can go live immediately using Truto's existing Unified User Directory API. For deeper CRM data access, Truto's team typically builds custom tools within days of a request, so you avoid months of direct API integration work.
Wealthbox
Get Wealthbox integrated into your app
Our team understands what it takes to make a Wealthbox integration successful. A short, crisp 30 minute call with folks who understand the problem.
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