Wealthbox is excited to announce an integration with Strety, a platform designed to help businesses operate on the Entrepreneurial Operating System® (EOS®). Strety brings people, playbooks, performance, and projects into one centralized workspace, enabling teams to stay focused, aligned, and accountable. With the Strety integration, advisors can connect their To-Dos to Wealthbox Tasks, creating a seamless link between EOS-driven operational goals and day-to-day client management.
Join us for a live webinar on Tuesday, June 24th at 2:00 PM ET to learn more about the integration between Strety + Wealthbox.
Brian Dosal, CEO & Cofounder at Strety
“Strety is the EOS platform people love, and we’ve seen many advisors grow their practices by combining the power of EOS with Wealthbox as their CRM,” said Brian Dosal, CEO & Cofounder of Strety. “That’s why this integration was a no-brainer for us — it makes it even easier for advisors to run their business on EOS seamlessly within the tools they already use and love.”
“The Strety integration brings the power of EOS execution into the daily workflow of financial advisors,” said Charlie Fargo, Head of Partnerships at Wealthbox. “Advisors can now track accountability and follow through on EOS priorities right within Wealthbox.”
Charlie Fargo, Head of Partnerships at Wealthbox
How it works
With this integration, To-Dos created in Strety automatically generate corresponding tasks in Wealthbox, keeping everything in sync without any manual effort. The integration features a two-way sync, so updates made in one system are instantly reflected in the other, helping teams stay aligned and organized whether they’re working from their EOS dashboards or within Wealthbox.
By connecting operational tasks from Strety with client work in Wealthbox, advisors can manage everything in one streamlined workflow. This reduces duplicate entry, helps prevent tasks from slipping through the cracks, and gives teams a clear view of what needs to be done, both internally and for clients.
Learn more
- Integration Page: Learn more on the Strety + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Strety integration with easy instructions.
Join us for a live webinar on Tuesday, June 24th at 2:00 PM ET to learn more about the integration between Strety + Wealthbox.
