Overview

This article explains how to connect Sora and Wealthbox, so client data from Wealthbox can be used to pre-populate onboarding in Sora. A recorded webinar is available: How Advisors Use Wealthbox + Sora to Manage Liability.

What is Sora?

Sora is an AI-driven liability management and financing platform for advisors that helps maximize a client's net worth by understanding their liabilities and finding the best available financing rates. Its integration with Wealthbox allows advisors to import client data into Sora for easier onboarding.

How does it work?

Once the integration is enabled, contact records from Wealthbox are pre-populated in Sora to kick off the onboarding process. Advisors can then complete client onboarding within Sora using the information already pulled in from the client's Wealthbox contact record, rather than entering it manually.

Step-by-step setup instructions

1. Confirm you have an active Sora account and an active Wealthbox account.

2. From Sora, locate the option to enable the Wealthbox integration.

   

3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Select the Wealthbox contact you want to onboard in Sora.

5. Confirm the contact's information has pre-populated the onboarding fields in Sora.

   

6. Review the pre-filled information for accuracy, then complete the client's onboarding in Sora.

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

Troubleshooting steps

• Issue: Wealthbox contact records aren't pre-populating in Sora. Solution: Confirm the Wealthbox connection is authorized in Sora's account settings, and reconnect if needed.
• Issue: Some fields in Sora are missing or incorrect after import. Solution: Check that the corresponding fields are filled in correctly on the client's contact record in Wealthbox, then re-select the contact in Sora.
• Issue: I can't find the client I want to onboard in Sora. 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 Sora? No. Once connected, Wealthbox contact records are pre-populated in Sora to kick off onboarding.
• What does Sora help advisors do once a client is onboarded? Sora helps advisors get a complete view of a client's liabilities and find the best financing rates to optimize the client's net worth.
• Is this a one-way or two-way sync? Client data flows from Wealthbox into Sora to support onboarding.