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 the integration works?
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.