Connect your Wealthbox CRM data to portfolio systems, custodians, and AI analytics.

Wealthbox is one of the most-used CRMs in independent wealth management — clean interface, built for advisors, easy to adopt. But your client data doesn't live only in Wealthbox. Milemarker connects Wealthbox to the rest of your tech stack, so everything speaks to everything.

Why Wealthbox Users Need a Data Layer

Wealthbox Is One Piece of a Larger Puzzle

Wealthbox does relationship management well. Advisors log activities, track contacts, manage opportunities, and assign tasks. If you are using it consistently, your CRM reflects the health of every client relationship across your firm.

But your firm also uses portfolio systems — Orion (orion.com), Black Diamond, Tamarac — to manage performance and rebalancing. Your clients hold assets at custodians like Schwab and Fidelity. Your advisors plan with eMoney or MoneyGuidePro. Each of these systems knows something important. None of them knows everything.

The result is a fragmented client picture. A Wealthbox contact might have $2.4M at Schwab, a portfolio managed in Black Diamond, and a financial plan in eMoney — but in Wealthbox, that contact is just a name and phone number with some logged calls. Your advisors know the full story because they carry it in their heads. Your data systems do not.

Data That Stays Siloed Cannot Power Analytics

When your CRM data stays in Wealthbox and your portfolio data stays in Orion and your custodian data stays in Schwab's portal, meaningful analysis requires someone to manually pull data from each system and stitch it together in a spreadsheet. This process is slow, error-prone, and impossible to run at scale.

It also means you cannot ask the questions that matter most: Which clients have I not met with in six months who have over $1M? Which households have advisors who haven't logged an activity in 90 days? Which of my recently onboarded clients still have no financial plan? Those questions require CRM data and financial data in the same place at the same time.

The AI Opportunity Requires Connected Data

AI-powered advisory tools are only as useful as the data behind them. If you want AI to surface the next best action for a client, or flag a relationship at risk of attrition, or identify clients who are underserved relative to their assets — the AI model needs both the relationship signals from your CRM and the financial signals from your portfolio and custodian systems. Wealthbox data alone is not enough. Neither is portfolio data alone. Connection is what makes intelligence possible.

What the Integration Does

Extracts the Full Wealthbox Data Model

Milemarker connects to the Wealthbox API and extracts your complete CRM data set — not just a subset. The integration pulls:

• Contacts: Clients, prospects, related parties, household members, and their demographic and contact information

• Accounts: Account records linked to contacts, including account type and relationship metadata

• Activities: Calls, meetings, emails, and notes logged by advisors, including timestamps and participants

• Tasks: Open and completed tasks, assignees, due dates, and status

• Opportunities: Pipeline stages, values, close dates, and associated contacts

• Custom fields: Any custom fields your firm has configured in Wealthbox are captured and mapped

Normalizes into the Milemarker Wealth Management Data Model

Raw Wealthbox data is not the same shape as raw custodian data or raw portfolio data. Field names differ. Entity structures differ. The concept of a "household" means something different in Wealthbox than it does in Schwab's data feed.

Milemarker normalizes all of this into a unified wealth management data model. Contacts become canonical client entities. Accounts are reconciled across systems. Household structures are resolved. The output is a consistent, queryable representation of your clients that reflects the reality of their situation — not just the view from one system.

Links Wealthbox to the Rest of Your Stack

The integration's most important function is entity matching: finding the Schwab account that belongs to this Wealthbox contact, finding the Orion portfolio that belongs to this household, finding the eMoney plan that belongs to this client. Milemarker performs this matching automatically using name, address, account number, and other identifying attributes. Once matched, your data is unified in Snowflake — your CRM relationships connected to your financial records in a single, queryable database.

What You Can Do with Connected Wealthbox Data

Connecting Wealthbox to Milemarker unlocks four categories of capability that are not possible with either system alone.

Wealthbox Alone

See contact history but not account balances or portfolio performance

Track activities but cannot correlate to AUM or revenue

Manage pipeline but cannot prioritize by financial opportunity

Generate CRM reports but only with CRM data

Wealthbox + Milemarker

Complete client view: relationship history, portfolio, custodian balances, and plan in one place

Activity analytics correlated to AUM, revenue, and portfolio performance

Automated workflows triggered by Wealthbox events and enriched with financial data

AI queries across CRM and financial data simultaneously

Complete Client Views

With connected data, every client record in Milemarker shows the full picture: what you know about the relationship from Wealthbox, what the custodian holds, how the portfolio is performing, and whether a financial plan exists. Your service team and advisors stop toggling between four systems to assemble context before a client call.

Dashboards That Combine CRM and Financial Metrics

Build dashboards that answer questions no single system can answer: Which advisors have the highest AUM per client activity logged? Which households have seen a decline in portfolio value without a corresponding advisor outreach? Which client segments have the highest revenue-to-touch ratio? These are standard analytics questions once your data is unified — and impossible to answer when it is not.

Automated Workflows Spanning CRM and Finance

Connected data enables workflows that span system boundaries. When a new contact is added in Wealthbox, Milemarker can trigger a compliance review, check for existing custodian accounts, and queue an account opening task — all automatically. When a client's portfolio crosses a threshold, Milemarker can trigger a Wealthbox task for the advisor. These workflows eliminate the manual handoffs that slow down onboarding and service delivery.

AI Queries Across CRM and Financial Data

With a unified data model in Snowflake, you can ask AI questions that require both relationship and financial context: "Which clients have I not met with in six months who have over $1M in assets?" "Which households added assets in the last quarter with no advisor activity in the last 30 days?" "Which prospects have been in my pipeline for over 90 days with accounts at custodians I already serve?" These are the questions that drive meaningful action — and they require connected data to answer.

How It Works

The Wealthbox integration is built on the official Wealthbox API. Setup is straightforward and requires no technical work inside Wealthbox.

01

Authorize the Wealthbox API connection

From your Milemarker dashboard, you initiate the Wealthbox connection and authenticate via OAuth. Milemarker is granted read access to your Wealthbox data. You control the scope of access at any time.

02

Initial data sync runs automatically

Milemarker pulls your full Wealthbox data set — contacts, accounts, activities, tasks, opportunities, and custom fields. This initial sync typically completes within a few hours depending on the size of your database.

03

Milemarker normalizes and links your data

Your Wealthbox data is normalized into the Milemarker wealth management data model and entity-matched against your other connected systems — custodians, portfolio platforms, and planning tools. Contacts are linked to accounts. Households are resolved. The unified record is stored in your Snowflake data warehouse.

04

Ongoing sync keeps data current

Milemarker syncs Wealthbox on a daily schedule by default, with real-time sync available for time-sensitive use cases. New contacts, updated records, and logged activities are reflected in your unified data warehouse automatically.

05

No changes required in Wealthbox

Your team continues using Wealthbox exactly as they do today. There is no new data entry, no new fields, and no workflow changes. Milemarker reads from Wealthbox in the background — invisible to your advisors, transparent in the data.

Getting Started

Connecting Wealthbox to Milemarker is one of the faster integrations in the Milemarker library because Wealthbox provides a well-documented, stable API. Here is what to expect:

Day 1

Connect in minutes

The OAuth authorization and initial connection setup takes under ten minutes. No API keys to manage manually, no technical configuration inside Wealthbox.

Hours 1–12

First data sync completes

Your full Wealthbox database — contacts, activities, tasks, and opportunities — is pulled into Milemarker's normalized data model. You can begin exploring your CRM data in the Milemarker interface.

Days 2–5

Entity matching and unification

Milemarker matches your Wealthbox contacts to records in your other connected systems. This is where the unified client view takes shape — CRM data linked to custodian accounts and portfolio positions.

Week 2+

Full unified view available

Dashboards, analytics, and AI queries drawing on both Wealthbox and financial data are live. Your team can begin asking questions that require the full picture of each client relationship.

Most firms that connect Wealthbox see their first cross-system insight — a dashboard combining CRM activity with AUM data — within the first week. The longer it takes to start, the longer you are making decisions with incomplete information.

Frequently Asked Questions

How does Milemarker connect to Wealthbox?

Milemarker connects to Wealthbox through the official Wealthbox API using OAuth-based authentication. You authorize the connection once from within Milemarker, and the platform begins pulling your Wealthbox data automatically. No changes to your Wealthbox setup are required, and no new software needs to be installed inside Wealthbox.

What Wealthbox data does Milemarker sync?

Milemarker syncs contacts (clients, households, and related parties), accounts, activities (calls, meetings, notes), tasks, opportunities, and custom fields you have configured in Wealthbox. All records are normalized into the Milemarker wealth management data model and linked to corresponding custodian accounts, portfolio positions, and planning records where matches exist.

Is the Wealthbox integration bidirectional?

The primary flow is from Wealthbox into Milemarker's unified data warehouse, where your CRM data is combined with portfolio, custodian, and planning data for analytics. Milemarker does not write back into Wealthbox by default. Workflow automations — such as triggering a compliance check when a new contact is added — can interact with Wealthbox via its API as part of a configured workflow, but these are optional and explicitly configured.

How often does Milemarker sync data from Wealthbox?

Milemarker supports both daily batch sync and near-real-time sync depending on your plan and use case. Most firms start with a daily sync that refreshes Wealthbox data overnight. Real-time sync is available for use cases where up-to-the-minute CRM data is required for analytics or workflow automation.

Do I need to change how I use Wealthbox?

No. Your team continues using Wealthbox exactly as they do today — logging activities, managing contacts, tracking opportunities. Milemarker reads your Wealthbox data in the background and combines it with your other data sources. There is no new workflow required inside Wealthbox, no new fields to fill in, and no training needed for your advisors.

How long does it take to set up the Wealthbox integration?

The Wealthbox API connection can be authorized in minutes. The first full data sync typically completes within a few hours depending on the size of your Wealthbox database. Full unified views — where Wealthbox contacts are matched to custodian accounts and portfolio positions — are generally available within a few days as Milemarker completes its initial normalization and entity matching across all connected data sources.

Related guides

Part of the Wealth Operations series:

• Redtail Integration: Connect Your CRM to Portfolio, Custodian & Analytics Data

• CRM Integration for Wealth Management: Connecting Salesforce, Redtail & Wealthbox to Your Data

• Claude for Financial Advisors: AI That Knows Your Clients, Portfolio, and Practice

• Multi-Custodian Reporting for RIAs: Aggregating Data Across Schwab, Fidelity, and Pershing

• Data Migration for RIAs: Moving CRM, Custodian & Portfolio Data Without Breaking Everything

• Data-Driven M&A Due Diligence for RIAs: Evaluate Acquisitions with Confidence