No more copy-paste. Emma does it.
Your client's details already live in Wealthbox. But every custodian form still means opening the record, reading off the address, the account numbers, the date of birth — and typing each one into the PDF by hand. Finpace pulls it straight from Wealthbox and fills the form for you. Enter it once; touch it never again.
15-minute call CRM sync never uses credits SOC 2 Type II in progress How it works
From Wealthbox to a filled form.
Connect Wealthbox
OAuth in two minutes — no API keys, no CSV exports. Finpace can now read the client records already sitting in Wealthbox.
Pick a form, pick a client
Choose any custodian packet or firm form. Finpace pulls that client's details — address, account numbers, date of birth — straight from Wealthbox.
It fills itself
Every field lands where it belongs, from your CRM, not your keyboard. You review and send — no reading off the record, no retyping.
Sync is free. Always.
Some tools meter their CRM integration. We don't — connecting Wealthbox never uses a credit, on any plan, ever. Credits pay for Emma's reading and form-filling; pulling from your CRM is just how she works.
Wealthbox questions, answered.
Keep reading
The onboarding process that prevents NIGO
Capture the client's data once, fill every form from it, sync Wealthbox in the same motion.
Read itAuto-fill custodian forms
How Emma fills any custodian packet you upload from one clean record.
Read itWhat NIGO is costing you
Why packets come back rejected, and the fix, built in.
Read itStop copying out of your CRM.
See Wealthbox fill your forms straight from your records, with no reading off the screen and no retyping. Book a 15-minute call.
15-minute call · About your firm, not a pitch · CRM sync included