The integration between Wealthbox and Onramp allows users to:
See summarized details from Onramp for a client's portfolio of digital assets
Quickly access more details for each Onramp account within Wealthbox
Manage linked Onramp clients within Wealthbox
How to enable the Onramp integration in Wealthbox
From the three-dot menu in the top right corner of Wealthbox, click on "Applications", then click the "Settings" button for the Onramp application as shown in the below screenshot:
Complete an ROI for Onramp to send file feeds to Wealthbox for the integration.
Then, follow the steps on the Onramp application page to enable the Onramp integration on Wealthbox contact record pages and request Wealthbox to enable the integration once file delivery has begun:
Once Wealthbox receives files from Onramp, and you have followed the above steps, you can view portfolio details on contact record pages in Wealthbox:
How often are accounts refreshed from Onramp?
Each evening, Wealthbox will receive accounts from Onramp for the previous day.
How are accounts matched between Onramp and Wealthbox?
Accounts are automatically matched between Wealthbox and Onramp. You can also manually link additional clients by clicking the "Manage Clients" button and searching for clients by their name in Onramp.
When will I start seeing accounts from Onramp in Wealthbox?
Upon receiving an overnight file from Onramp, accounts will display the following day in Wealthbox.