Overview

The Wealthbox integration connects personas and behavioral biases uncovered with Atlas Point’s industry-leading and client-facing behavioral survey, Financial Virtues™, to existing Wealthbox contacts. In addition to automatically applying tags to a contact, the integration creates a contact note for each completed response with links to the client and financial professional reports generated from the survey.

Key features of the integration

•  Behavioral survey information is tagged to clients in Wealthbox.

How to enable the Atlas Point integration

The Wealthbox integration with Atlas Point is managed and activated entirely on their end.

How does the Atlas Point integration work?

A Webinar on the Integration of Atlas Point + Wealthbox:  Watch Now