Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, one of the most widely adopted CRM platforms in the independent advisory space.
The new connection enables client data held within Wealthbox to move directly into Amplify’s digital onboarding workflow and carry through multi-custodial account opening, investment management, trading, and performance reporting.
The integration removes the need for duplicate data entry at any stage of the client lifecycle, with advisors able to automatically populate onboarding fields, including name, address, email, date of birth, and phone number, once Wealthbox is connected via secure authorisation within Amplify’s platform settings.
Wealthbox joins an expanding list of integrations within the Amplify ecosystem, alongside Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign. The partnership reflects Amplify’s API-first architecture, which is designed to allow firms to bring together best-in-class FinTech tools into a single operating environment, rather than handling disconnected applications and fragmented workflows across CRM, custody, electronic signature, and model delivery.
Amplify is a unified wealth management operating platform serving RIAs, broker-dealers, and wealth management enterprises. The platform currently supports more than 655 advisors and $24.5bn in assets.
Amplify chief product officer Churni Bhattacharya said, “The Wealthbox integration is a good example of how we think about the all-in-one experience. Traditional all-in-one platforms offer a fixed menu where you either take what’s built in or you go without. We build where building is the right answer, and we partner where partnering is. The layer underneath remains unchanged, including unified data, execution, and presentation across every module. That’s the experience advisors actually want.”
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