Your Wealthbox CRM account can be integrated with Nitrogen, allowing you to view Nitrogen client portfolios and retirement information directly on the Wealthbox Contact Record page. The integration features:
View Nitrogen Client portfolios and retirement information on the Wealthbox Contact Record Page.
Open the Nitrogen Client profile with one click.
View the Nitrogen portfolio Risk Numbers, and view them in Nitrogen with one click.
The first time you use the Wealthbox integration, you will need to connect your Wealthbox and Nitrogen accounts. For instructions, click here.