Overview

This article explains how to connect Optivice and Wealthbox, so client data can be sent to Optivice to kick off debt management planning, and updated credit scores can flow back into Wealthbox. No walkthrough video is currently available for this integration.

What is Optivice?

Optivice is a debt management tool that gives advisors debt planning and management solutions, including the ability to view and track a client's outstanding loans and credit scores. It has an integration with Wealthbox that connects client data between the two platforms.

How does it work?

The integration lets advisors send a client's data from Wealthbox to Optivice to start building a debt management plan. From there, advisors can see the client's full financial picture in Optivice — including outstanding debt, plan goals, refinance options, and credit score enhancement options — and updated client credit scores from Optivice appear back in Wealthbox.

Step-by-step setup instructions

1. Confirm you have an active Optivice account and an active Wealthbox account.
2. From the Optivice dashboard, locate the option to connect your Wealthbox account.

1. Log in with your Wealthbox credentials when prompted, and authorize the connection.
2. Select the client contact in Wealthbox you want to send to Optivice.
3. Confirm the client's data has transferred to Optivice and use it to begin building a debt management plan.

1. Check the client's contact record in Wealthbox to confirm updated credit score information appears from Optivice.

(Exact menu labels inside Optivice may differ slightly by account type — refer to Optivice's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Client data from Wealthbox isn't appearing in Optivice. Solution: Confirm the Wealthbox connection is authorized in Optivice's account settings, and reconnect if needed.
• Issue: Updated credit scores aren't showing up in Wealthbox. Solution: Confirm the client's record is still linked between the two platforms, and check that the sync has completed on the Optivice side.
• Issue: I can't find the client I want to send to Optivice. Solution: Confirm the client exists as a contact in your connected Wealthbox account and that you have permission to view that contact.

FAQ

• Do I need to manually re-enter client information in Optivice? No. Once connected, client data can be sent from Wealthbox to Optivice to start the debt management process.
• Is this a one-way or two-way sync? It works both ways: client data flows from Wealthbox to Optivice, and updated client credit scores flow back into Wealthbox.
• What can advisors see in Optivice once a client is connected? Advisors can see a client's outstanding debt, plan goals, refinance options, credit score enhancement options, and related products, all in one place.