--- title: Wealthbox API Integration on Truto slug: wealthbox category: CRM canonical: "https://truto.one/integrations/detail/wealthbox/" --- # Wealthbox API Integration on Truto **Category:** CRM **Status:** Beta ## Unified APIs ### Unified User Directory API - **Users** — The User object represents a User. ## How it works 1. **Link your customer's Wealthbox account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Wealthbox.** The Proxy API is a 1-to-1 mapping of the Wealthbox API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Sync advisor team rosters into your SaaS product** — If you build software for wealth management firms, pulling user directory data from Wealthbox lets you automatically provision accounts, map permissions, and keep team structures in sync — so advisors don't have to manually re-enter their firm's org chart in your app. - **Auto-populate meeting prep tools with advisor context** — AI meeting assistants and financial planning tools can identify which advisor or team member owns a client relationship by querying the Wealthbox user directory, enabling smarter routing of summaries, tasks, and follow-ups to the right person. - **Enable role-aware experiences in client-facing portals** — Client portal and document vault products can use Wealthbox user data to tailor their UI based on whether the logged-in user is a lead advisor, paraplanner, or client service associate — without asking the firm to configure roles manually. - **Power compliance and audit dashboards with firm user data** — Compliance and reporting SaaS can pull the canonical list of users from Wealthbox to track which advisors are active, monitor access patterns, and generate audit-ready reports tied to real CRM identities. ## What you can build - **Automatic team provisioning from Wealthbox** — Sync the firm's Wealthbox user roster into your app on connect, automatically creating accounts and assigning roles without manual CSV imports. - **Advisor-to-user identity mapping** — Match Wealthbox users to your app's user records so that downstream actions — task creation, notifications, activity logging — can be correctly attributed to the right team member. - **Real-time team directory widget** — Display a live, searchable directory of the firm's Wealthbox users inside your product so operations staff can quickly assign work to the correct advisor or CSA. - **User lifecycle event detection** — Detect when users are added or deactivated in Wealthbox and trigger corresponding provisioning or offboarding workflows in your SaaS product. - **Firm org-structure sync for permission management** — Pull Wealthbox user groups and team data to automatically mirror the firm's organizational hierarchy in your app's permission model. ## FAQs ### What Unified APIs does Truto support for Wealthbox today? Truto currently supports the Unified User Directory API (Users) for Wealthbox. This lets you read user and team data from a connected Wealthbox account through a standardized schema. Additional tools and unified API categories (contacts, tasks, opportunities, etc.) can be built on request. ### How does authentication work for the Wealthbox integration? Wealthbox uses OAuth 2.0 for third-party API access. Truto manages the full OAuth flow — token exchange, storage, and refresh — so your end users simply authorize via a connect dialog and you never handle raw credentials. ### Can I access Wealthbox contacts, tasks, or opportunities through Truto? Not out of the box today. The current integration covers the Unified User Directory API. However, Truto can build additional tools and unified API mappings for Wealthbox data models — including contacts, households, tasks, opportunities, and activity streams — on request. ### Does Truto handle Wealthbox API pagination and rate limits? Yes. Truto abstracts away pagination logic and respects Wealthbox's rate limits automatically, so you get complete result sets through a single unified API call without worrying about cursor management or throttling. ### Can I access Wealthbox custom fields and tags through the integration? Custom fields and tags are part of Wealthbox's contact and opportunity data models, which are not yet covered by the current Unified User Directory API. If your use case requires syncing custom fields or tags, Truto can build that support on request. ### How quickly can I go live with a Wealthbox integration using Truto? For user directory sync, you can go live immediately using Truto's existing Unified User Directory API. For deeper CRM data access, Truto's team typically builds custom tools within days of a request, so you avoid months of direct API integration work.