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.
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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
