Overview
Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today’s advisors and their clients. The integration with Wealthbox allows advisors to link clients from Capitect to contacts in Wealthbox to view account details all in one place.
Key features of the integration
- Account Sync: Capitect accounts are shown on contact records in Wealthbox
- Webinar: Portfolio Management + CRM: A Webinar on the Capitect + Wealthbox Integration
How to enable the Capitect integration
To use the integration, you'll need to generate API keys from Capitect, and then enable the integration within Wealthbox. Read on for step-by-step instructions...
1️⃣ Generate an API Key in Capitect
- Log in to Capitect and click on "Integrations" in the header.
- Select click "API Keys"
- From the API Keys page, click "Add +"
- Choose Wealthbox.
- Click the "Create API Key" button.
2️⃣ Enable the Capitect integration in Wealthbox
- Click the three-dot menu in the top right corner of Wealthbox >"Applications" > "Settings" button for the Capitect application.
- Enter the Capitect ID.
- Enter the API Key.
- Click the "Enable" button:
How does the integration work?
- Once you connect successfully, you will see accounts for matching Capitect clients on contact record pages in Wealthbox.
- Note: The Capitect integration does not import contacts into Wealthbox. You will need to import or create the contacts in Wealthbox manually for their Capitect accounts to appear in the system.
