Amplify Expands Multi-Custodial Integration with Wealthbox CRM

API-first architecture allows Wealthbox client data to flow from onboarding through multi-custodial account opening, investment management and reporting within the Amplify platform

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Amplify Technology, LLC ("Amplify"), the AI-native RIA operating platform built on data lake architecture, today announced a new integration with Wealthbox CRM, one of the most widely used CRM platforms in the independent advisory industry. The integration allows Wealthbox client data to flow directly into Amplify’s digital onboarding workflow and continue through multi-custodial account opening, investment management, trading, and performance reporting, eliminating duplicate data entry across the client lifecycle.

The Wealthbox integration reflects Amplify’s 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’s integrations span CRM, custody, electronic signature, and model delivery, creating a connected data layer that supports the full advisor and client experience.

Wealthbox joins Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign among Amplify’s growing integration ecosystem, which spans CRM, custody, electronic signature, and model delivery solutions designed to support a connected advisor operating environment.

“The Wealthbox integration is a good example of how we think about the all-in-one experience,” said Churni Bhattacharya, Chief Product Officer, Amplify. “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 connect Wealthbox to Amplify through secure authorization directly within platform settings. Once connected, advisors can import client data directly into Amplify’s digital onboarding workflow, automatically populating key onboarding fields including name, address, email, date of birth, and phone number.

Amplify is a unified wealth management operating platform for RIAs, broker-dealers, and wealth management enterprises. The firm was named to WealthAdvisor’s America’s 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. Amplify currently supports more than 655 advisors and $24.5 billion in assets on platform.

Wealth management firms interested in learning more about Amplify's modern, AI-native operating platform can visit amplifyplatform.com.

About Amplify

Amplify 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.