Wealthbox CRM Announces Participation in Schwab OpenView Gateway®

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Data integration will allow Wealthbox users seamless access to the Schwab Advisor Center® platform.

Wealthbox, a modern CRM platform for financial advisors, today announced that it has begun an integration project with Schwab Advisor Services’ Schwab OpenView Gateway® API integration platform for independent advisors.

Wealthbox enables advisors and their staff to collaborate in a CRM workspace and manage client relationships with ease and efficiency. The Wealthbox integration with Schwab OpenView Gateway will allow advisors using Wealthbox to see financial account details, positions, and transactions from accounts held at Schwab, all conveniently summarized on the contact record page in Wealthbox.

“Wealthbox’s participation and integration with Schwab’s API platform reflects the success of Wealthbox in the RIA space and the continuing need for advisors to manage their client relationships with easy-to-use yet powerful CRM technology,” said John Rourke, CEO of Wealthbox. “We’re delighted to work with Schwab to help advisors manage their practices efficiently and grow their businesses.”

"We are pleased to welcome Wealthbox on to OpenView Gateway," said John Connor, vice president, Digital Advisor Solutions at Charles Schwab. "The Wealthbox CRM solution is a valuable addition to the platform, and the service it provides to independent advisors aligns well with our goal to enhance the advisor experience through integrations with best-in-class providers.”

The Wealthbox integration with Schwab is now in development. When released it will be available for all Wealthbox users and RIAs who custody with Schwab.

About Wealthbox
Wealthbox is a leading CRM technology for financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc., with offices in New York, NY and Providence, RI. For more information about Wealthbox, please visit http://wealthbox.com.

Source: Wealthbox, owned by Starburst Labs, Inc.

Contact: John Rourke, CEO, Wealthbox: 800-316-8967

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Lindsay Ferranti
Wealthbox CRM
+1 18003168967 Ext: 113
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