Wealthbox Integration

Synseus Intelligence,
inside Wealthbox

Surface practice intelligence automatically while you work in Wealthbox CRM. Succession signals, revenue gaps, and M&A opportunities — in a side panel, without leaving your workflow.

Add to Chrome — It's FreeDownload Compliance Packet →

How it works

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Install in 30 seconds

Add the extension from the Chrome Web Store. No configuration needed — it works with your existing Synseus account.

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Open any client record

Navigate to any contact in Wealthbox. The Synseus panel detects the record automatically and surfaces intelligence in a side panel on the right.

⚡
See intelligence instantly

Contact-level opportunity score, archetype-matched talking points, succession signals, and revenue gap analysis — surfaced in context, without switching tabs.

What you see in the panel

✓Practice opportunity score (0–100) for every Wealthbox contact
✓Succession risk signals from SEC IAPD data
✓Revenue gap estimate vs. peer cohort
✓Archetype-matched talking points before your next Wealthbox meeting
✓Module 8 valuation context when viewing high-AUM contacts
✓Module 1 revenue diagnostic for underperforming accounts
✓Works with Wealthbox accounts, contacts, and opportunities

Built for Wealthbox users

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No Wealthbox API key needed

Synseus works alongside Wealthbox without requiring API access or admin permissions. Install the extension and it works immediately.

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Contact-level intelligence

When you open a Wealthbox contact record, Synseus automatically surfaces an opportunity score, succession signals, and talking points specific to that contact.

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Zero Wealthbox data transmitted

The extension reads the Wealthbox URL to detect context. No contact data, notes, or account information leaves your browser.

CCO-Ready by Design

The Synseus extension uses a client-side Zero-PII scrubber — sensitive client data is redacted locally in your browser before anything reaches Synseus servers. No client PII is ever transmitted.

🔒 Zero Client PII Transmitted🛡️ AES-256-GCM Encryption📋 SOC 2 In Progress
Download the full compliance documentation →

Common questions

Does this require a Wealthbox API key?

No. The extension works by detecting the Wealthbox URL in your browser. No API key, OAuth connection, or admin permission is required.

Will Wealthbox know I'm using this?

No. The extension operates entirely in your browser. It does not connect to Wealthbox servers or modify any Wealthbox data.

Does it work with all Wealthbox plans?

Yes. The extension works with any Wealthbox plan since it operates at the browser level, not through the Wealthbox API.

Is this approved by Wealthbox?

Synseus operates independently of Wealthbox. We are not an official Wealthbox partner — the extension works alongside Wealthbox without any formal integration.