Wealthbox integrations link client records to custodians, planning software, portfolio platforms and signed agreements. Wealthbox's integrations page lists more than 150. Fluidlabs publishes Wealthbox CRM for Docusign IAM on the Docusign App Center and builds private integrations for you.
Fluidlabs publishes Wealthbox CRM for Docusign IAM, live on the Docusign App Center under the listing name Wealthbox. On 28 September 2026 no other publisher listed a Wealthbox app there. Wealthbox documents a Docusign integration that runs through Zapier.
Each card covers one job at an advisory firm, with what exists today and which way the data moves, and names the publisher where Wealthbox's page names one. Fluidlabs publishes one of these integrations, the Wealthbox app on the Docusign App Center. For the other systems, we build and host a private integration for your team.
Contact and opportunity fields fill the agreement, and the signer's values and a note return to the Wealthbox record.
Public integration by Fluidlabs.
Today: Fluidlabs publishes the Wealthbox app on the Docusign App Center, with Read and Writeback steps for Workflow Builder. Wealthbox lists Docusign in its integrations directory as a Zapier connection.
Contact details go from Wealthbox to Schwab Advisor Center to open accounts, and Schwab account data shows on the contact.
Today: Wealthbox lists a Schwab integration with single sign-on. Advisors see account details, positions and transactions on the contact record and start digital account openings from Wealthbox.
Client contact details go to RightCapital in one click, and RightCapital notes and tasks sync back to the contact.
Today: Wealthbox lists a RightCapital integration with single sign-on. It sends client contact information to RightCapital and syncs notes and tasks from RightCapital into the Wealthbox contact record.
Wealthbox contacts create or update clients in Orion Planning, and Orion account information shows on the linked contact.
Today: Wealthbox lists an Orion integration. Its Send To menu sends contact details to Orion Planning, and advisors view Orion account information on the linked contact record.
Emails and calendar events sync in both directions between Outlook and Wealthbox.
Today: Wealthbox lists two-way sync with Outlook Email and Outlook Calendar hosted on Exchange and Office 365.
Advisors send Wealthbox contacts to Mailchimp for email campaigns with one click.
Today: Wealthbox lists a Mailchimp integration that sends contact data from Wealthbox to Mailchimp for email marketing campaigns.
A Docusign workflow files the signed agreement in Box, and advisors attach the Box file to the client record in Wealthbox.
Today: Docusign publishes a Box app with a Store Files in Box step for Workflow Builder. Wealthbox lists a Box integration that attaches Box files to client records.
You onboard a new client across Wealthbox, Docusign and the custodian. Inside the Docusign workflow, the Fluidlabs app reads the client from Wealthbox and writes the signed values back. The advisor then sends the contact to account opening through the Schwab integration that Wealthbox lists.
Prospect becomes a client
Client signs the advisory agreement and account forms
Signed values and a note return to the contact
Advisor sends the contact to account opening
Each pattern uses an endpoint in the Wealthbox API reference or a step of the Fluidlabs app. A private integration we build and host for your team runs the last three and handles authentication, field mapping, retries and errors. Wealthbox throttles each token to one request a second over five minutes, so the integration paces its calls.
Our Wealthbox app reads a contact or an opportunity into a Docusign workflow and writes the signer's values back. It records the signed agreement as a note linked to the contact.
Use it when a signature decides what changes in Wealthbox.
A job asks for the contacts and opportunities updated since its last run and moves them to the other system at the pace the throttle allows.
Use it when the other system can wait for the next run.
The other system finds one contact by email, phone or external_unique_id at the moment it needs the data, and it writes back to the same record.
Use it when a form or a planning tool needs one client's current values.
An integration starts a Wealthbox workflow from one of your templates and links it to the contact, so the onboarding checklist opens when the agreement completes. Zapier's Start Workflow action also does this from a Docusign envelope trigger, such as Envelope Completed.
Use it to hand each signed client to the operations team.
We took each fact from the vendors' own documentation and listings. The sources list at the foot of this page links each one.
Verified on 28 September 2026.
The engineers who build the integration also run it, so the people who answer your questions know the code.
The documents your security team will ask for exist, are current, and are ready to hand over. Terms of service and the privacy policy are published on this site.
EUR 1M technology and cyber insurance, evidenced on request.
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Certifications, hosting and encryption, access control, secure development, monitoring and incident response, in one document for your security assessment.
The Security & Data Protection Overview and the DPA prepared for signature are provided on request: , or email secops@fluidlabs.com.
Thirty minutes with an engineer, then a written scope with a fixed price.
Opens a short form here. You stay on this page.
Each vendor fact on this page comes from one of the pages below.
Wealthbox and the other product names and logos on this page are trademarks of their owners. Fluidlabs uses them to identify the products. Their use implies no endorsement. Docusign is a trademark of Docusign, Inc. To ask us to remove a mark, email hello@fluidlabs.com.
