Wealthbox CRM Releases an API to Enable Fintech Integrations for Financial Advisors

NEW YORK, Feb. 3, 2016 /PRNewswire/ -- Wealthbox CRM, a modern, web-based client relationship management application for financial advisors, has announced the release of the Wealthbox API for technology partners in the fintech space. Developers now have a way to create custom applications and data widgets for advisors using the Wealthbox CRM platform to integrate with their online services. The Wealthbox API is REST-based and is part of a new version upgrade called "Wealthbox 2.0".

"The version 2.0 release and our API reflects the maturation in the core CRM features of Wealthbox," said Dan Ferranti, CTO of Starburst Labs, Inc., the makers of Wealthbox. "With the Wealthbox API and its advanced 'documentation-driven design' to help developers easily integrate, we're now ready to connect with fintech partners who serve the financial advisor community to enhance the value of Wealthbox CRM and their complementary products."

Demonstrating the power of the Wealthbox API, "Wealthbox CRM for Gmail" was also announced today. Available through a Google Chrome extension, the integration allows financial advisors using Gmail to view Wealthbox CRM activity in Gmail and easily add new contacts to Wealthbox, lookup contact details from Gmail, review and add client notes to Wealthbox, deep link to a contact record page from Gmail, and "send and save" emails to Wealthbox from Gmail in one click. New Wealthbox API integrations are coming soon, from complementary fintech products to enabling services like Zapier.

The Wealthbox CRM for Gmail feature follows the recent Wealthbox+Slack integration and it continues to position Wealthbox as the most modern and advanced CRM technology for financial professionals. Said Alan Moore, co-founder of the XY Planning Network, "With the Wealthbox API and the new Gmail feature Starburst Labs continues to solidify itself as a forward-thinking technology company that has developed a CRM that advisors actually want to use. This is why the XY Planning Network provides Wealthbox CRM to all of its members."

About Wealthbox CRM and Starburst Labs, Inc.

Wealthbox CRM is the flagship product of Starburst Labs, Inc., (formerly known as Gotham Tech Labs) headquartered in New York City. Starburst Labs is creating a suite of online products, including Wealthbase and InvestorSay, that connect financial advisors with investors. For more information, see www.StarburstLabs.com and www.Wealthbox.com.

SOURCE Starburst Labs, Inc.

Related Links

http://www.starburstlabs.com