Amplify Technology, LLC, an AI-native RIA operating platform, has announced a new integration with Wealthbox CRM, a widely used CRM platform in the independent advisory industry.
This integration facilitates the direct flow of client data from Wealthbox into Amplify’s digital onboarding workflow. This data then continues through multi-custodial account opening, investment management, trading, and performance reporting, aiming to eliminate duplicate data entry across the client lifecycle.
The integration highlights Amplify’s API-first architecture, which is designed to connect various fintech solutions into a unified operating environment, thereby avoiding fragmented workflows and disconnected applications. Amplify’s integration ecosystem includes CRM, custody, electronic signature, and model delivery solutions, creating a connected data layer for advisor and client experiences. Wealthbox joins existing integrations with Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign.
Churni Bhattacharya, Chief Product Officer at Amplify, stated, “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.”
Firms can establish a connection between Wealthbox and Amplify through secure authorization within the platform settings. Once connected, advisors can import client data directly into Amplify’s digital onboarding workflow, which automatically populates key onboarding fields such as name, address, email, date of birth, and phone number.
Amplify serves as a unified wealth management operating platform for RIAs, broker-dealers, and wealth management enterprises. The firm was recognized by WealthAdvisor as one of America’s Best TAMPs in 2025 and 2026, receiving special distinction for Best Value. It also achieved the highest TAMP CSAT rating (8.67) in the 2026 T3/Inside Information Software Survey. Amplify currently supports over 655 advisors and manages $24.5 billion in assets on its platform.
Amplify Technology, LLC, headquartered in Scottsdale, Arizona, provides technology solutions to support wealth management firms.
