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The Asset Map integration

Wealthbox Support
Wealthbox Support
  • Updated

Overview

This article outlines the Asset Map integration, including its functionality, setup instructions, and troubleshooting common issues. It also features an FAQ section that addresses common questions and offers additional guidance. 


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What is Asset Map?

Asset-Map is used by financial advisors to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals. 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.

How Does the Integration Work?

  • Quickly create new households or update existing ones in Asset-Map using contact data from Wealthbox—no manual data entry required.

  • Launch Wealthbox directly from Asset-Map with a single click to instantly view a contact’s full record and streamline your workflow.

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How to Enable the Integration

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