Integrations
Everything WealthY connects to, who connects it, and what the connection does.
Two kinds of connection. Personal ones belong to one advisor and are made from their own Settings. Firm ones are made once by the firm owner under Integrations and apply to everyone.
Email and calendar (personal)
| Connect | Where | What it does |
|---|---|---|
| Gmail and Google Calendar | Advisor Settings > Integrations | Reads the inbox for triage and drafts, sends from your address, keeps your calendar in sync, and places meetings. The mailbox connection asks for mail and calendar events only; your address book is a separate, contacts-only permission you grant from the Data page if you want it imported. |
| Outlook and Microsoft 365 | Advisor Settings > Integrations | Same as Gmail, for a Microsoft mailbox. Teams meeting recordings can also be captured when the firm turns it on. |
| Calendly | Advisor Settings > Integrations | Bookings made through Calendly appear as meetings. WealthY also has its own booking page, so Calendly is optional. |
Meetings (personal, firm-enabled)
| Connect | Where | What it does |
|---|---|---|
| WealthY meeting assistant | Firm Integrations (plan: Pro and up) | A recorder joins your video meeting, and the transcript becomes the follow-up. Hours are pooled across the firm. |
| Zoom | Advisor Settings, after the firm turns Zoom on | Meeting links and recordings from your Zoom account. |
| Microsoft Teams | Advisor Settings, after the firm turns Teams on | Recordings and transcripts from Teams. |
| Any transcript | Meetings > the meeting > Transcript | Paste a transcript from any tool (Zoom, Teams, Read, Otter, Fathom, Granola) and the follow-up is built from it. No connection needed. |
Prospecting (personal)
| Connect | Where | What it does |
|---|---|---|
| Advisor Settings > Integrations | Publishes the posts you schedule under Prospecting > Social posts, from your own account. | |
| Built-in dialer | Prospecting > Calls (plan: Pro and up) | Calls from WealthY with a local number, recorded and transcribed, with minutes pooled across the firm. |
| Lead capture | Prospecting > Lead capture | Your booking page and contact form, embeddable on your website. |
Documents and signatures (firm)
| Connect | Where | What it does |
|---|---|---|
| Documenso e-signature | Firm Integrations | Clients sign account openings, transfers and other paperwork from the portal or from their email. Signature fields are placed on the dealer's own PDFs. |
| Compliance archive | Firm Integrations | Copies of outbound email to Global Relay, Smarsh or a custom address. |
Portfolio data (firm)
| Connect | Where | What it does |
|---|---|---|
| Custodian file feed | Firm Operations > Data | Daily positions, balances and transactions by secure file transfer from the custodian or back office. This is the path most Canadian dealers use. |
| Broadridge | Firm Operations > Data | Daily file import. |
| Addepar | Firm Integrations | Credentials stored encrypted; accounts and holdings sync nightly. |
| BridgeFT | Set up by WealthY (US firms) | Accounts, holdings and transactions from US custodians through BridgeFT's Field API. Available on request: WealthY connects it with your custodian access and checks the first import with you. |
Data in and out
| Connect | Where | What it does |
|---|---|---|
| Wealthbox | Firm Operations > Data | One personal API token, used once on our server and never stored, reads contacts, households, notes, tasks, events and opportunities. See Switching from Wealthbox. |
| Redtail, CSV and Excel import | Firm Operations > Data | Redtail's three exports, or any spreadsheet from any CRM, with every column shown before it is written. See Switching from Redtail and from a spreadsheet. |
| Wealthbox or Redtail sync | Advisor Settings > Integrations | For a firm that keeps its CRM: every hour WealthY reads the contacts changed in the CRM, adds the people created in WealthY to it, and writes meeting recaps back as notes with their follow-ups as tasks. With Wealthbox, notes and tasks also go both ways: one added or edited on either side shows on the other, and a task ticked off on either side is ticked on both. Deleting is not carried across. WealthY turns it on with you and reviews the first changes together. Redtail connects once Redtail switches on WealthY's access. |
| Google or Microsoft contacts | Firm Operations > Data | Your address book, read once with a contacts-only permission separate from the mailbox connection. Every contact becomes a prospect unless you flip the default. |
| Bulk document drop | Firm Operations > Data | Drop a folder of statements, IDs and void cheques; each file is matched to its client for you to confirm. |
| Public API and webhooks | Firm Settings > API access (plan: Pro and up) | A REST API with firm-scoped keys: clients (add one, prepared and not sent), accounts, activities, notes, tasks, meetings and meeting notes, households, prospects and request statuses. Signed webhooks for change events, including meeting notes ready. Keys are shown once and stored hashed. |
| Claude connector | Any Claude app | Ask Claude about your clients, tasks and meetings, and log notes and tasks, with your own WealthY sign-in. See The Claude connector. |
| Zapier | On request | A Zapier app with triggers and actions exists for firms that ask for it. |
What WealthY does not connect to
- A real-time sync with any CRM, or any sync with HubSpot. The Wealthbox and Redtail sync above runs once a night; imports from every other CRM are one way, into WealthY.
- Trading or order entry. WealthY prepares paperwork; your dealer or custodian executes.