PARTNER - Wealthbox
Wealthbox Integration
Increase your productivity with the Asset-Map + Wealthbox Integration. The Asset-Map + Wealthbox integration helps advisors quickly and easily build out visualizations of household facts to build highly customized, design-thinking presentations in minutes.
Features Overview
Ease of Use
Quickly and easily create new households or update an existing household with our synchronization tool. The Asset-Map and Wealthbox integration is as simple as clicking a button to import the relevant data, whether it be an individual client or an entire household.
Individual Client Data
View and create household members with associated data found in the client’s current profile on Wealthbox.
Click to launch Wealthbox and view this individual account directly from your Asset-Map.
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