Wealthbox
Two-way sync of contacts, notes, and activities. Drafts log to the right record.
ConfigureIntegrations
Honest list. Live, beta, and roadmap.
The things you already use to run a practice — your CRM, your custodian, your calendar, your inbox — and where each one stands inside WealthNavigator today. Nothing on this page is aspirational marketing. The status pills tell the truth.
7 Live today
3 In beta
5 On the roadmap
The full list
Every integration. Honest status.
Filter by category. Live means wired up today. Beta means working but rough edges. Roadmap means planned — we'll tell you when, not if.
Live
Redtail
Contact and activity sync. Custom fields supported on request.
ConfigureSalesforce FSC
Financial Services Cloud sync — household, opportunity, and activity objects.
Get notifiedHubSpot
For practices running their marketing stack on HubSpot. Q3 2026 target.
Get notifiedAltruist
Read-only positions and household balances, refreshed nightly.
ConfigureSchwab
Read-only positions via Schwab Advisor Center. Application in review.
Get notifiedFidelity
Wealthscape integration for read-only positions and household balances.
Get notifiedPershing
NetX360 read-only positions. Targeting late 2026.
Get notifiedGoogle Calendar
Free/busy sync for booking, full event creation for confirmed meetings.
ConfigureMicrosoft Outlook
Graph API integration. Free/busy, event creation, reminders.
ConfigureCal.com
powers Cal.diyPowers Cal.diy, our embeddable booking widget. Bring your own routing.
ConfigureGmail
Send and reply through your own Gmail. Threads stay where they belong.
ConfigureMicrosoft 365
Outlook / Exchange Online via Microsoft Graph. Same threading model as Gmail.
ConfigureIMAP / SMTP
Generic mailbox support for Fastmail, ProtonMail Bridge, and self-hosted setups.
ConfigureConnection requests, messages, and profile context — through a compliant Unipile session.
ConfigureDon't see it?
Tell us what's missing. We build against real demand.
Our roadmap is shaped by the integrations advisors keep asking for. If your CRM, custodian, or planning tool isn't on this page, send us a note — we read every one and we'll tell you honestly whether it's days, quarters, or never.
No sales pitch on the way back. Just an answer.
Two-way sync where it matters — read where it doesn't yet.
Book a walkthrough
Book a 20-minute walkthrough
If you want a straight answer about whether WealthNavigator fits your stack, the fastest path is a screen-share. We'll click through the integrations you depend on.
Calendar pending setup
The booking widget loads here once PUBLIC_BOOKING_PUBLIC_ID and PUBLIC_BOOKING_BASE_URL are set in .env. In the meantime, write
to us directly.