Overview

This article explains how to connect Responsive and Wealthbox, so contact and household data stays in sync between the two platforms in real time. No walkthrough video is currently available for this integration.

What is Responsive?

Responsive is an advice and client engagement platform that uses AI technology to accelerate information gathering and automate key workflows for advisors, including onboarding, account opening, compliance, and CRM maintenance. It has a bidirectional integration with Wealthbox.

How does it work?

Responsive pulls in contact data from Wealthbox, including household information, in real time, and keeps client records and households in sync between the two platforms. If Responsive detects missing data on a contact, it prompts the user to fill in the blanks. Once that information is added, it's updated both on the contact record in Wealthbox and on the Prioritize dashboard in Responsive.

Step-by-step setup instructions

1. Confirm you have an active Responsive account and an active Wealthbox account.
2. From Responsive, 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 contact and household data has synced into Responsive.
5. Review the Prioritize dashboard in Responsive for any prompts to fill in missing contact data.
6. Complete any missing information as prompted, and confirm it updates on the corresponding contact record in Wealthbox.

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

Troubleshooting steps

• Issue: Wealthbox contact or household data isn't appearing in Responsive. Solution: Confirm the Wealthbox connection is authorized in Responsive's account settings, and reconnect if needed.
• Issue: Updates made in Responsive aren't reflecting on the Wealthbox contact record. Solution: Confirm the bidirectional sync is still active, since updates should flow to both the Wealthbox contact record and the Prioritize dashboard in Responsive.
• Issue: Responsive isn't prompting for missing data that I know is incomplete in Wealthbox. Solution: Confirm the contact record has synced recently, since Responsive checks for missing data based on the most recently synced information.

FAQ

• Is this a one-way or two-way sync? Two-way. Contact and household data syncs between Wealthbox and Responsive in real time.
• What happens if a contact record is missing information? Responsive detects the missing data and prompts the user to fill it in, then updates both the Wealthbox contact record and the Responsive Prioritize dashboard.
• What kinds of workflows does Responsive help automate? Responsive supports process automation for onboarding, account opening, compliance, and CRM maintenance.