The WealthFeed integration allows advisors to access real-time insights into specific life events that may require financial planning adjustments, such as business sales, inheritances, and job changes through WealthFeed’s AI-powered platform. With the WealthFeed integration, advisors can seamlessly export prospect data to their Wealthbox account for streamlined marketing and outreach.
How to enable the WealthFeed integration
Navigate to the WealthFeed platform.
Select your desired filters from WealthFeed’s pre-set “money-in-motion” filters.
Choose the “Export” to Wealthbox option to export all prospect data to your Wealthbox account.
How does the WealthFeed integration work?
After selecting Wealthbox, the prospect data from WealthFeed will be exported into your Wealthbox account. You will have access to the key prospect data including names, phone numbers, email addresses, and physical addresses.