Wealthbox - PreciseFP


Wealthbox CRM for financial advisors is widely acclaimed for its simplicity, time-saving interface design, and modern technology architecture that integrates easily with complementary tools and services such as PreciseFP.

How does the integration work?

Our integration with Wealthbox is bi-directional, which means that you can export and import client/prospect information with one click. We currently integrate contact and employment information, family members and we export a few household values such as net worth and annual income.

We developed a household information template optimized for Wealthbox that gathers contact and household data that can be imported/exported through the integration. You are free to use this template as is, or customize it to your needs.

Read more in our knowledge base

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