The bidirectional sync of contacts between Wealthbox and Snappy Kraken ensures data is updated in real-time, saving advisors from the needless pain of having to constantly double-check and second guess the accuracy of their information. Contact information of prospects and clients is synced between Wealthbox and Snappy Kraken and is automatically kept up-to-date.

To enable: Visit the Wealthbox Integration Guide at Snappy Kraken.