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The Asset Map Integration

Michelle Lauffer
Michelle Lauffer
  • Updated

The Asset-Map + Wealthbox integration helps advisors quickly and easily build out visualizations of household facts to build highly customized, design-thinking presentations in minutes.

 

Key features

  • Quickly and easily create new households or update an existing household with the synchronization tool.
  • Click to launch Wealthbox and view the contact directly from Asset-Map

How to enable the Asset Map integration

The Wealthbox integration with Asset-Map is surfaced and enabled entirely from their side. Click here to learn more.

 

How does the Asset Map integration Work?

Recorded Webinar:

A Webinar on the Integration of Asset Map + Wealthbox:  Watch Now