![](\"https:\/\/mms.businesswire.com\/media\/20260604282406\/en\/2823866\/4\/amplogo_%281%29.jpg\")
<\/a><\/a>\nThe Wealthbox integration reflects Amplify\u2019s API-first architecture, which allows firms to connect leading fintech solutions into a unified operating environment rather than managing disconnected applications and fragmented workflows. Amplify\u2019s integrations span CRM, custody, electronic signature, and model delivery, creating a connected data layer that supports the full advisor and client experience.<\/p>
\nWealthbox joins Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign among Amplify\u2019s growing integration ecosystem, which spans CRM, custody, electronic signature, and model delivery solutions designed to support a connected advisor operating environment.<\/p>
\n\u201cThe Wealthbox integration is a good example of how we think about the all-in-one experience,\u201d said Churni Bhattacharya<\/a>, Chief Product Officer, Amplify. \u201cTraditional 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.\u201d<\/p> \nFirms can connect Wealthbox to Amplify through secure authorization directly within platform settings. Once connected, advisors can import client data directly into Amplify\u2019s digital onboarding workflow, automatically populating key onboarding fields including name, address, email, date of birth, and phone number.<\/p> \nAmplify is a unified wealth management operating platform for RIAs, broker-dealers, and wealth management enterprises. The firm was named to WealthAdvisor\u2019s America\u2019s Best TAMPs in 2025 and 2026 with special distinction for Best Value and earned the highest TAMP CSAT rating (8.67) in the 2026 T3\/Inside Information Software Survey<\/a>. Amplify currently supports more than 655 advisors and $24.5 billion in assets on platform.<\/p> \nWealth management firms interested in learning more about Amplify's modern, AI-native operating platform can visit amplifyplatform.com<\/b><\/a>.<\/p> \nAbout Amplify<\/b><\/p> \nAmplify helps firms grow into enterprises and enterprises into platforms. We unify data and automate the experience from winning a client to building a trusted relationship. Built on an AI-native data lake, we turn unified data into a single source of truth that drives operational leverage, your signature client experience, and the intelligence to run your business like an institution. We bring client onboarding, an institutional model marketplace, true UMA household-level trading, client lifecycle management, integrated surveillance, billing, analytics, and performance reporting into one cloud-based, multi-custodial environment. Amplify Technology, LLC delivers technology solutions to support wealth management firms and does not provide investment advisory services. Amplify is headquartered in Scottsdale, Arizona. To learn more, visit amplifyplatform.com<\/b><\/a>.<\/p> \nMedia Contacts:<\/b> \nMegan Szuchman\n