The SmartKX integration with Wealthbox helps advisors streamline the client onboarding process by:
offering precise, automated fee calculation for efficient and accurate revenue collection
letting users pull client data from Wealthbox directly into SmartKx to finalize and send client contracts for signature
automatically updating advisors on aggreement status updates through notes and tasks within Wealthbox
How to enable the SmartKx integration with Wealthbox
Navigate to https://app.smartkx.io/
Click on User in the top right corner and then click on Settings. Then click Connect in the pop-up.
From here, you will see another pop-up prompting you to log in to your Wealthbox account.
Once you are logged in, the integration is complete and you can start taking advantage of SmartKx's revenue collection methods immediately.