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The AssetBook integration

Wealthbox Support
Wealthbox Support
  • Updated

Overview

This article outlines the AssetBook integration, its functionality, and setup guidance.

▶️ Webinar: AssetBook + Wealthbox Integration

What is AssetBook?

AssetBook’s mission is to help advisors solve the daily challenges they face through the assessment and diagnosis of their portfolio management and reporting, as well as key business metrics. The integration with Wealthbox enables users to link contact records from Wealthbox to clients and households in AssetBook, providing a quick and simple way to connect their clients’ information across platforms. The integration frees up advisors to spend more time with clients, rather than wasting time on duplicative data entry.

How Does the Integration Work? 

  • Link Contacts Across Platforms: Connect Wealthbox contact records to clients and households in AssetBook for streamlined relationship management and data consistency.

  • Create Households Instantly: Easily create new households in AssetBook by syncing contacts automatically from Wealthbox. When viewing a client or household in AssetBook, advisors are just one click away from opening the full contact record in Wealthbox.

How to Enable the Integration? 

The Wealthbox integration with AssetBook is managed and activated entirely on their end. Please reach out to their Support team for further assistance.