WealthBlock Integrations

Design and deploy your ideal customer engagement experience. Twilio is a single fully-programmable platform with flexible APIs for any channel and over 400+ integrations, backed by a community of over 9 million developers. Build accurate and personalized experiences for your customers, easily and at scale, using SMS and WhatsApp messaging, voice, video, email, and more. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Sign up and start building today.

Plaid is a global data network that powers the tools millions of people rely on to live a healthier financial life. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud. Plaid works with over 8,000 companies including fintechs like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the US, Canada, UK and Europe.

The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of minutes.

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.

Get to know your customers. Get a deeper understanding of your customers. Google Analytics gives you the free tools you need to analyze data for your business in one place. Understand your site and app users to better evaluate the performance of your marketing, content, products, and more. Access Google’s unique insights and machine learning capabilities to help get the most out of your data. Analytics is built to work with Google’s advertising and publisher products so you can use your analytics insights to reach the right customers. Process and share your data quickly with an easy-to-use interface and shareable reports. Get the most out of your data with features like analytics intelligence, detailed reporting, and so much more. Easily access data from other Google solutions while working in Analytics, for a seamless workflow that saves you time and increases efficiency. Gain deeper insights into how users from your Google Ads campaigns engage with your site.

Enterprise video conferencing with real-time messaging & content sharing with Zoom Meetings & Chat. Simplified video conferencing and messaging across any device. Enable quick adoption with meeting capabilities that make it easy to start, join, and collaborate across any device. Zoom Meetings syncs with your calendar system and delivers streamlined enterprise-grade video conferencing from desktop and mobile. Enable internal and external communications, all-hands meetings, and trainings through one platform. Bring HD video and audio to your meetings with support for up to 1000 video participants and 49 videos on screen. Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting. End-to-end encryption for all meetings, role-based user security, password protection, waiting rooms, and place attendee on hold. Record your meetings locally or to the cloud, with searchable transcripts. Zoom also offers a HIPAA compliant plan for healthcare.

DocuSign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, DocuSign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. DocuSign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, DocuSign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Calendly helps you schedule meetings without the back-and-forth emails. We take the work out of connecting with others so you can accomplish more. Learn how painless scheduling can be with Calendly. Setup is easy. Let Calendly know your availability preferences and it’ll do the work for you. Share your Calendly links via email or embed it on your website. They pick a time and the event is added to your calendar. Works with your Google, Outlook, Office 365 or iCloud calendar so you’re never double booked. Set buffer times between meetings, prevent last minute meetings, create secret event types, and more. Supports 1-on-1, round robin and collective availability meetings. Seamless timezone detection for your invitees so everyone’s on the same page. Automate tasks with Salesforce, GoToMeeting, Zapier and more. Works great for individuals, teams and departments.

eSignatures for everyone. Dropbox Sign (formerly HelloSign) is the most simple and secure way to get documents signed. With Dropbox Sign, contracts are signed on average 80% faster than traditional paper-based contracts and just as legally binding. Built-in reminders and advanced signer options significantly improve document completion rates. Personalize the signing experience for your customers. Easily add your company logo, color, and custom messaging to stay on-brand. Documents that you send out frequently can be saved as reusable templates. Templates are excellent to speed up the signing process and streamline data entry. Documents signed with Dropbox Sign are more secure than pen and paper. An affixed (court admissible) audit trail ensures that actions are tracked and time-stamped. Account admins have the power to manage document permissions and configure team settings from a centralized dashboard, keeping everything more organized and secure.

Unlock the power of your data with interactive dashboards and beautiful reports that inspire smarter business decisions. It's easy and free. Easily access a wide variety of data. Data Studio’s built-in and partner connectors makes it possible to connect to virtually any kind of data. Turn your data into compelling stories of data visualization art. Quickly build interactive reports and dashboards with Data Studio’s web based reporting tools. Share your reports and dashboards with individuals, teams, or the world. Collaborate in real time. Embed your report on any web page.

Make payments easy for your users by allowing them to pay in multiple currencies and with various payment methods. Automate all payment flows and commissions with one single contract so you can focus on the growth of your platform. Test our technology with our free sandbox account and dedicated technical support team. Create your own payment flow matching your business model thanks to our seamless payment solution. Our white-label product allows you to setup e-wallets enabling you to manage the escrowing and splitting of funds between users. Keep your payments and transactions safe thanks to multiple anti-fraud and money laundering prevention tools. Concentrate on your business while we verify your users in accordance with the latest European and local regulations.

How do you verify real people in the digital world? Onfido helps companies see real identity, the humans behind the screens, using world-leading AI and identity experts. Your customers can prove their identities, wherever they are, with just an ID and their face. So you’ll have everything you need to grow your business securely. Anchor your user’s digital account to their real identity with just their ID and face. Then re-verify or authenticate them when needed with a selfie. See how Onfido’s identity verification has helped businesses like yours onboard more users, reduce fraud and free up resources for internal teams. Drive business results with identity verification and authentication. Our AI-based technology assesses whether a user’s government-issued ID is genuine or fraudulent, and then compares it against their facial biometrics. That’s how we give companies the assurance they need to onboard customers remotely and securely.

The private asset market is hindered by poor user experience and fragmentation between technology platforms. Vertalo connects and enables the security token ecosystem by utilizing blockchain technology to bring cap tables and investor management into the 21st century. Vertalo’s platform allows new and existing companies to streamline digital asset management and create liquidity. Vertalo’s on-chain secured cap tables give companies and investors more power and flexibility in managing assets. Create tokens to fractionalize ownership or list and trade on an exchange. Vertalo allows you to tokenize assets and distribute to investor wallets instantly. Vertalo's SEC-registered transfer agent platform streamlines and secures the data on the cap table through a sophisticated set of smart contracts that update entries based on on-chain confirmations. The advent of blockchain technology has opened up a world of possibilities in business and cybersecurity.

Whether you’re starting a new crypto portfolio or expanding your existing one, tZERO’s Crypto app provides an easy and intuitive way to buy, sell, and manage cryptocurrency. 1% flat fee for both buys and sells, excluding a network fee. Biometric authentication keeps your assets safe from theft or loss of passwords. Intuitive user experience that requires no prior knowledge of cryptocurrencies. tZERO also offers a digital securities trading platform. Your premier marketplace to trade digital private securities. Open a brokerage account with tZERO Markets. Access to innovative digital securities not widely available on other platforms. State-of-the-art technology platform for secondary trading providing liquidity for private securities. No trading fees for securities issued in a registered offering and a 1% fee for private securities.