Overview

This article explains how to connect ReachStack and Wealthbox, so contacts sync automatically for personalized content sharing, revenue nurturing, and interest tracking. No walkthrough video is currently available for this integration.

What is ReachStack?

ReachStack is an AI-powered email communication, content sharing, and revenue nurturing platform for financial advisors. It has an integration with Wealthbox that syncs contacts from Wealthbox into ReachStack.

How does it work?

Once connected, contacts are pulled automatically from Wealthbox into ReachStack. From there, advisors can view interests and insights about each contact and see aggregated interest reports, which they can use to deliver more personalized content and communication, either self-serve or on an automated basis.

Step-by-step setup instructions

1. Confirm you have an active ReachStack account and an active Wealthbox account.
2. From the ReachStack dashboard, locate the option to connect your Wealthbox account.
3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Confirm your Wealthbox contacts have been pulled automatically into ReachStack.
5. Review the interests and insights available for your contacts in ReachStack.
6. Use the aggregated interest reports to set up personalized content sharing or automated nurturing for your contacts.

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

Troubleshooting steps

• Issue: Wealthbox contacts aren't appearing in ReachStack. Solution: Confirm the Wealthbox connection is authorized in ReachStack's account settings, and reconnect if needed.
• Issue: A newly added Wealthbox contact isn't showing up in ReachStack. Solution: Confirm the sync has run since the contact was added, since new contacts may take time to pull into ReachStack.
• Issue: Interest or insight data isn't showing for a contact. Solution: Confirm the contact has enough tracked activity in ReachStack to generate insights, and check that the contact record is correctly linked to Wealthbox.

FAQ

• Do I need to manually add contacts to ReachStack? No. Once connected, contacts sync automatically from Wealthbox into ReachStack.
• What can I do with the interest and insight data in ReachStack? You can use it to understand each contact's interests and needs, then deliver more personalized content either manually or through automated nurturing.
• Is this a one-way or two-way sync? Contacts sync from Wealthbox to ReachStack.