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The AdviceCloud Integration

Sydney Cordell
Sydney Cordell
  • Updated

The AdviceCloud integration with Wealthbox allows financial advisors to connect their AdviceCloud data with Wealthbox CRM. This integration streamlines client management by syncing key insights and data between both platforms, making it easier to track and manage client information. It enables efficient client onboarding by importing Wealthbox contacts into AdviceCloud and ensures that the most up-to-date client information is always available.

Key Features of the integration

  • View client financial data from AdviceCloud directly within Wealthbox.
  • Sync key client details between AdviceCloud and Wealthbox for a consolidated view.
  • Access AdviceCloud client profiles from Wealthbox contact pages with a single click.
  • Keep Wealthbox updated with real-time data refreshes from AdviceCloud.

How to enable the AdviceCloud integration

To sync AdviceCloud with Wealthbox, follow these steps:

    1. Log in to Wealthbox and navigate to Settings > Integrations.
    2. Locate AdviceCloud and click Connect.
    3. Enter your AdviceCloud credentials and authorize the integration.
    4. Adjust sync settings to specify how data will be shared.
    5. Choose whether to enable automatic updates for syncing AdviceCloud data.
    6. Click Save to complete the integration setup.

How Does the AdviceCloud Integration Work?

The AdviceCloud integration with Wealthbox allows users to seamlessly sync and manage client data between the two platforms. This integration enables advisors to import Wealthbox households and contacts into AdviceCloud, saving time on client onboarding. Additionally, users can view, edit, and create tasks, notes, and workflows directly in AdviceCloud while syncing all changes back to Wealthbox. This provides a comprehensive solution to manage client portfolios and CRM data in one place, streamlining workflow efficiency.

Automatic data refreshes every 24 hours to ensure up-to-date information, with manual syncing also available. If the integration is disconnected, previously imported data remains accessible, but new data will no longer sync.

Import Wealthbox households and contacts in seconds to expedite AdviceCloud onboarding. AdviceCloud will auto-match your Wealthbox households to your custodian data – saving you time and labor.

View, edit and create tasks, notes, and workflows within AdviceCloud alongside client portfolio information. Data syncs seamlessly between Wealthbox and AdviceCloud.

Troubleshooting & FAQs

Q: Why isn’t my AdviceCloud data showing in Wealthbox?
A: Ensure the integration is enabled and check your sync settings under Settings > Integrations.

Q: Can I manually refresh the data sync?
A: Yes, navigate to the AdviceCloud tab in Wealthbox and click Refresh Sync.

Q: What happens if I disconnect the integration?
A: Once disconnected, no new data will sync from AdviceCloud to Wealthbox. Previously synced data will remain in Wealthbox.