The SmartKX integration with Wealthbox helps advisors streamline the client onboarding process by:
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offering precise, automated fee calculation for efficient and accurate revenue collection
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letting users pull client data from Wealthbox directly into SmartKx to finalize and send client contracts for signature
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automatically updating advisors on aggreement status updates through notes and tasks within Wealthbox
How to enable the SmartKx integration with Wealthbox
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Navigate to https://app.smartkx.io/
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Click on User in the top right corner and then click on Settings. Then click Connect in the pop-up.
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From here, you will see another pop-up prompting you to log in to your Wealthbox account.
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Once you are logged in, the integration is complete and you can start taking advantage of SmartKx's revenue collection methods immediately.
Troubleshooting & FAQs
Q: What does the SmartKX integration with Wealthbox allow me to do?
A: It enables automated fee calculation, imports client data from Wealthbox into SmartKX for contract finalization, and logs agreement status updates as notes and tasks in Wealthbox to streamline onboarding and revenue collection.
Q: How do I connect my SmartKX account to Wealthbox?
A: In SmartKX, go to User > Settings, click Connect, and log in to your Wealthbox account when prompted. Once logged in, the integration will be active.