Wealthbox Data Privacy Integration Overview

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features.

Connect to Wealthbox APIs with an Osano-supported integration in just a few clicks. Osano discovers and automatically classifies the personal data stored in Wealthbox. When you receive a subject rights request, Osano automatically searches for personal information (PI) stored in Wealthbox and all other connected data stores.



  • Data Discovery


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