Wealthbox CRM APIs
Account Request URL
-Base Endpoint
-
applicants
Get all applicants
applicants
applicants/{id}
Get an applicant by applicant ID
applicants/{id}
clients
Get all clients
clients
clients/{id}
Get a client by client ID
clients/{id}
custom_fields
Get all custom fields
custom_fields
custom_fields/{id}
Get a custom field by ID
custom_fields/{id}
deals
Get all deals
deals
deals/{id}
Get a deal by deal ID
deals/{id}
funds
Get all funds
funds
funds/{id}
Get a fund by fund ID
funds/{id}
goals
Get all goals
goals
goals/{id}
Get a goal by goal ID
goals/{id}
holdings
Get all holdings
holdings
holdings/{id}
Get a holding by holding ID
holdings/{id}
investments
Get all investments
investments
investments/{id}
Get an investment by investment ID
investments/{id}
notes
Get all notes
notes
notes/{id}
Get a note by note ID
notes/{id}
performance
Get performance
performance
portfolios
Get all portfolios
portfolios
portfolios/{id}
Get a portfolio by portfolio ID
portfolios/{id}
relationships
Get all relationships
relationships
relationships/{id}
Get a relationship by relationship ID
relationships/{id}
tasks
Get all tasks
tasks
tasks/{id}
Get a task by task ID
tasks/{id}
transactions
Get all transactions
transactions
transactions/{id}
Get a transaction by transaction ID
transactions/{id}
users
Get all users
users
users/{id}
Get a user by user ID
users/{id}
Details
Provider
Country HQ
API Type
Categories
Alternatives
Important URLs
Last Updated on
Created At
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We do our best to ensure that the data we release is complete, accurate, and useful. However, because we are not able to verify all the data, and because the processing required to make the data useful is complex, we cannot be held liable for omissions or inaccuracies.
