Skip to main content
All CollectionsIntegrations
How do I enable the WEALTHAWK integration with Wealthbox?
How do I enable the WEALTHAWK integration with Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

WEALTHAWK is an AI-driven tool designed to identify prospects in the budding stages of their buying journey. It targets individuals who recently acquired investable assets through liquidity events and recognizes them as prime prospects for financial advisory services. With the WEALTHAWK integration, advisors can effortlessly incorporate these ideal prospects into their client management system. This allows advisors to engage with prospects, monitor interactions, and track their success within Wealthbox.

How to enable the WEALTHAWK integration with Wealthbox

  1. In the WEALTHAWK platform, click on your user profile in the upper right corner to be taken to the Settings page.

  2. On the Settings page, click on "Integrations" in the left sidebar.

  3. Navigate to the Wealthbox section and click the Connect button. Enter your Wealthbox credentials when prompted.

  4. When the WEALTHAWK platform reloads you will see a notification at the bottom that says "Wealthbox link success". You are now ready to take advantage of the integration between WEALTHAWK and Wealthbox.

Did this answer your question?