How to Connect Wealthbox, Addepar, and Arch Labs

You can connect Wealthbox, Addepar, and Arch Labs by creating a real-time workflow that delivers investment events directly to advisors with full client and portfolio context. CloudQix captures capital calls and distributions, enriches them with CRM and portfolio data, and sends actionable alerts so advisors can respond quickly.

How the Wealthbox, Addepar, and Arch Labs Connection Works

This connection monitors investment activity, enriches it with CRM and portfolio data, and delivers alerts using automated workflows.

Detect Investment Events in Arch Labs

CloudQix polls Arch Labs for new capital calls, distributions, and other investment-related events.

Enrich Data with Addepar Portfolio Context

Event data is cross-referenced with Addepar holdings to understand how each event impacts specific portfolios.

Map Client Data from Wealthbox

Client information from Wealthbox is added to each event, ensuring advisors know exactly which clients are affected.

Send Advisor Alerts Automatically

Enriched alerts are delivered to advisors through configured channels, enabling immediate follow-up and client communication.

Once active, advisors receive real-time, contextual updates without manual monitoring.

Why Connect Wealthbox, Addepar, and Arch Labs?

This connection empowers advisors with timely, actionable insights by combining CRM data, portfolio visibility, and investment event tracking.

Teams can:

Automatically detect capital calls and distributions
Enrich investment events with client and portfolio data
Deliver real-time alerts to advisors
Reduce manual tracking and research
Improve client engagement and responsiveness

Build This Connection in CloudQix

This Wealthbox, Addepar, and Arch Labs connection is prebuilt inside CloudQix and ready to deploy. Connect your systems, configure event tracking and alerts, and activate the workflow.

Automatically deliver portfolio insights to advisors.

*No credit card required!

Frequently Asked Questions

Question: How do Wealthbox, Addepar, and Arch Labs work together to notify advisors of capital calls?
Answer: CloudQix detects events in Arch Labs, enriches them with Addepar portfolio data and Wealthbox client details, then delivers alerts so advisors can act immediately.

Question: What types of events from Arch Labs can be synced with Wealthbox and Addepar?
Answer: Events such as capital calls, distributions, and other investment updates can be tracked and enriched with client and portfolio context.

Question: Can Wealthbox client data be included in Addepar and Arch Labs event alerts?
Answer: Yes. Client data from Wealthbox is combined with Addepar portfolio data and Arch Labs events to provide full context for each alert.

Question: How does this integration help advisors respond faster to portfolio changes?
Answer: By automatically delivering enriched alerts with client and portfolio details, advisors can quickly understand impact and communicate with clients without manual research.

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