Single-sign-on, or SSO, for the Veo One Account Creation integration allows you to seamlessly sign in to Veo One without having to enter your username and password every time.

From the contact record page in Wealthbox, when you "Send To" Veo One... will be taken to the following SSO screen within Veo One, where you must check the "Remember User" checkbox if you want to SSO from Wealthbox.

Did this answer your question?