Overview
AssetBook offers advisors who use Wealthbox a simple and fast way to connect their clients’ information across platforms. The integration frees up advisors to spend more time with clients instead of wasting it on duplicative data entry.
Key features of the integration
- Link contact records from Wealthbox to clients and households in AssetBook.
- Create new households in AssetBook using new contacts synced automatically from Wealthbox.
How to enable the AssetBook integration
The Wealthbox integration with AssetBook is managed and activated entirely on their end.