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 SSN, the address, the account number — 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.
No credit card required 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 — SSN, address, account numbers — 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.
Stop copying out of your CRM.
Connect Wealthbox, pick a form, and watch it fill from your records — no reading off the screen, no retyping. No credit card. No demo call.
Live in under 5 minutes · Sync free on every plan · Cancel anytime