Wealthbox + Knudge

Modern CRM integrated with enhanced task management software for the win!

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Overview

Advisors use Knudge to create shared to-do lists for their clients. Once assigned, Knudge automatically follows up with clients on open items. The integration with Wealthbox allows users to sync contact details and see notes in Wealthbox when new nudges are posted or marked as complete.

Wealthbox contacts are easily imported into Knudge.
Knudge notes are automatically sent to Wealthbox and appear in the contact activity stream.

Resources

Recorded webinar

Streamlining Client Collaboration with Wealthbox + Knudge

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Blog post

Knudge Partners with Wealthbox to Help Advisors Take Action with Clients

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Shaun Erickson
“We’ve had a great experience working with Wealthbox to build out this integration. Advisors on the Wealthbox platform can now seamlessly connect their CRM to the Knudge app where they can create a list of tasks for their clients to take action.”

Shaun Erickson, CFP® Co-Founder, Knudge

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