Get started with Wealthbox + Estately

Estately is an estate-planning platform built for financial advisors. With the Estately integration, advisors can seamlessly import client data from Wealthbox into Estately, eliminating manual data entry and ensuring that client information stays consistent across systems. Instead of manually re-entering client details, advisors can instantly pull information, such as names, email addresses, dates of birth, and home addresses, directly from Wealthbox. By automatically syncing client data between platforms, this integration helps advisors maintain accuracy and consistency while creating a smoother onboarding experience for clients.

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  When importing, Estately recognizes existing client records to prevent duplicates and even identifies when a spouse is associated with the client in Wealthbox, allowing advisors to import both individuals at once.

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  By bringing Wealthbox’s rich client profiles into Estately, advisors can quickly create comprehensive estate plans without redundant data entry or manual updates.