CRM Integrations
No new logins. No parallel workflows. Heritance integrates directly with Redtail, Wealthbox, and Salesforce Financial Services Cloud as a native panel.
The Integration Philosophy
The fastest way to kill a wealth management software rollout is to ask advisors to adopt a second dashboard. Heritance's integration philosophy is the opposite: meet advisors where they already are. Our platform appears as an embedded panel inside the CRM your team opens every morning — Redtail, Wealthbox, and soon Salesforce Financial Services Cloud.
This approach minimises adoption friction, maximises advisor engagement, and keeps data sovereign to your firm's primary CRM. Heritance is purpose-built to be the layer that makes your existing tools more valuable — not the tool that replaces them.
Redtail is our first native integration.
Heritance appears as a panel inside Redtail. Morning briefings, heir engagement signals, and risk scores live right where your advisors already work.
Wealthbox integration coming this summer.
Heritance extends into Wealthbox as a native component with full feature parity — morning briefings, risk scoring, heir engagement tracking.
Salesforce FSC as the long-term home.
Heritance is building toward full Salesforce AppExchange listing — positioning the platform as the heir engagement layer for enterprise wealth management firms. Certified through Salesforce's formal review process.
One Data Model
Heritance reads and writes to your CRM — never creates a shadow database. Your firm's data sovereignty is non-negotiable.
Data Sovereignty
Heritance reads and writes to your existing CRM — never creates a parallel database. Your firm is always the source of truth.
Your CRM
Redtail · Wealthbox · Salesforce
Heritance Platform
Enrichment layer
Your Firm's Users
Advisors · Heirs · Leaders
Data Sovereignty
Heritance treats your CRM as the primary system of record for every heir interaction and every household signal. We enrich — we don't duplicate. If you ever leave Heritance, your data stays exactly where it has always been.
Permissioning
Private banks, RIAs, and multi-family offices demand enterprise-grade access control. Heritance ships with SSO, role-based access, multi-firm segregation, and full audit logs — enterprise security on day one, not as an upgrade tier.
The Roadmap
eMoney, Orion, Tamarac, and Black Diamond are on the Heritance integration roadmap.
Heritance goes live in weeks, not months. Our team handles setup end-to-end.
Your CRM stays the source of truth. We enrich — we never duplicate.
Advisors never leave the tool they already know. Adoption is ambient.
Book a 30-minute demo and see how Heritance deploys into your stack.
