Overview

This article explains how to connect RiXtrema and Wealthbox, so client and prospect data from RiXtrema's products can be stored in Wealthbox to help generate leads.

What is RiXtrema?

RiXtrema is a provider of technology and data for the financial services industry, offering products for plan prospecting, retirement plan research, and portfolio risk assessment, including Portfolio Crash Test Pro. Its integration with Wealthbox allows client and prospect data from three of RiXtrema's products to be stored in Wealthbox and used to generate leads.

How does it work?

Once connected, notes created in a RiXtrema product like PCT Pro are matched with the corresponding client's information in Wealthbox. This lets advisors keep their risk-assessment and prospecting notes consistent between the two platforms without duplicating data entry.

Step-by-step setup instructions

1. Confirm you have an active RiXtrema account (such as PCT Pro) and an active Wealthbox account.
2. From the RiXtrema product's navigation panel, select Add Integration.
3. Select Connect CRM to bring up the list of available CRM connections.
4. Select Wealthbox from the list of CRM connections.
5. Enter your Wealthbox login credentials to complete the connection.
6. To add a note that syncs to Wealthbox, select the three-dot icon (⋮) next to a client in the RiXtrema product and enter the note.
7. Confirm the note now appears next to the corresponding client's information in Wealthbox.

(Exact menu labels may differ slightly depending on which RiXtrema product you're connecting — refer to RiXtrema's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Wealthbox doesn't appear in the list of CRM connections. Solution: Confirm you're using a RiXtrema product version that supports the Wealthbox integration, and check for updates before trying again.
• Issue: A note added in RiXtrema isn't appearing in Wealthbox. Solution: Confirm the connection was completed with the correct Wealthbox login credentials in step 5, and confirm the note was added to the correct client record in step 6.
• Issue: The connection stopped working after previously working. Solution: Reconnect the integration by repeating the Add Integration and Connect CRM steps, and re-enter your Wealthbox login credentials.

FAQ

• Do I need to manually re-enter client information in Wealthbox? No. Once connected, notes added in the RiXtrema product sync to the corresponding client's record in Wealthbox.
• How many RiXtrema products integrate with Wealthbox? Three of RiXtrema's products integrate with Wealthbox to store client and prospect data and help generate leads.
• Is there a video that explains this integration? Yes. See the recorded webinar, Plan Prospecting Software + CRM: A Webinar on the Integration of RiXtrema & Wealthbox.