Overview

This article explains how to connect Unitifi and Wealthbox, so behavioral finance assessments can be sent to clients from Wealthbox and their results synced back into the contact record. A recorded webinar is available: How Advisors Use Wealthbox + Unitifi to Strengthen Client Relationships.

What is Unitifi?

Unitifi is a behavioral finance platform that gives advisors insights and guidance based on client responses to a modern, easy-to-understand, and statistically proven assessment. It provides insights into each client's unique financial behavior when risk is applied. Its integration with Wealthbox syncs the results of these assessments back into Wealthbox.

How does it work?

Advisors can send Unitifi assessments to clients directly from Wealthbox, either to an individual client or in bulk to multiple clients at once. Once a client completes the assessment, the important details are synced back to custom fields in Wealthbox. Key data points from the assessment, including financial personality, decision-making style, and risk behavior, are then displayed within that client's Wealthbox contact record.

Step-by-step setup instructions

1. Confirm you have an active Unitifi account and an active Wealthbox account.
2. From Wealthbox, locate the option to connect your Unitifi account.
3. Log in with your Unitifi credentials when prompted, and authorize the connection.
4. From a contact record in Wealthbox, select the option to send that client a Unitifi assessment, or select multiple contacts to send the assessment in bulk.
5. Once the client completes the assessment, confirm the results appear in the custom fields on their Wealthbox contact record.
6. Review the financial personality, decision-making style, and risk behavior insights displayed on the contact record.

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

Troubleshooting steps

• Issue: I can't send a Unitifi assessment from a Wealthbox contact record. Solution: Confirm the Unitifi connection is authorized in your Wealthbox account settings, and reconnect if needed.
• Issue: Assessment results aren't appearing in the Wealthbox contact record. Solution: Confirm the client has completed the assessment in Unitifi, and check that the correct custom fields are set up on the contact record.
• Issue: A bulk assessment send didn't reach all selected clients. Solution: Confirm each contact has a valid email address on file in Wealthbox, and resend the assessment to any contacts that didn't receive it.

FAQ

• Do I need to manually enter assessment results into Wealthbox? No. Once a client completes their assessment, the results sync automatically to custom fields on their Wealthbox contact record.
• Can I send assessments to more than one client at a time? Yes. Assessments can be sent from Wealthbox to an individual client or in bulk to multiple clients.
• What kind of information does the assessment provide? It provides insights into a client's financial personality, decision-making style, risk behavior, and other relevant data points.