Flextract is an AI-powered platform that makes data gathering effortless for financial advisors. Instead of asking clients to fill out forms, advisors can now have clients upload their existing documents. Flextract extracts, organizes, and sends the data directly to Wealthbox. With the Flextract integration, demographic and financial information is automatically pushed into Wealthbox, saving advisors hours of manual data entry and improving the accuracy and speed of onboarding and reviews.

How to enable the Flextract integration

1. Log into Flextract. Click on Settings and navigate to the Connections section. 
2. In the Connections section, click on the "Add a connection" button in the upper-right corner. 
   
3. Click on Wealthbox and log into your account.
4. Your Wealthbox account is now connected to Flextract

How to sync Flextract data with Wealthbox Contacts

1. Navigate to the relevant contact Folder inside of Flextract. 
2. Click the "Sync data" button inside of the folder.
   
3. Next, choose the Wealthbox Contact Record to sync data with.
   
4. Choose what data points you want to send to Wealthbox. Once you have chosen, click the "Sync data points" button and the data will be sent to Wealthbox.