Capitect Integrates with Wealthbox to Streamline Portfolio Management | Wealthbox CRM

Blog/ Partner Updates

Capitect Integrates with Wealthbox to Streamline Portfolio Management

This new connection centralizes portfolio information for a streamlined view all in one place.

March 31, 2021

Wealthbox + Capitect

Today Wealthbox CRM is happy to announce a new partnership with Capitect, a portfolio management solution. Together we’re releasing an integration that centralizes account management within Wealthbox.

(Advisors: Sign up for the webinar hosted by Wealthbox and Capitect that demonstrates the integration.)

With this integration, Capitect users can link clients from Capitect to contacts in Wealthbox to view account details. Through the contact profile in Wealthbox, users can see the account number, institution, type, category and total portfolio value from Capitect. This new connection centralizes portfolio information for a streamlined view all in one place.

Edwin Choi, Co-Founder and CEO of Capitect

“We’re excited to release one of our most requested features: the ability to automatically send client portfolio data from Capitect to Wealthbox,” said Edwin Choi, Co-Founder and CEO of Capitect. “No matter how the client account gets into our system (custodian feed, held-away, or manual entry), this integration allows advisors to quickly view a summary of their client’s net worth and portfolio directly in Wealthbox.”

Steve Carroll, Head of Product for Wealthbox

Capitect offers Wealthbox users a clean, easy view of their clients’ portfolios directly within Wealthbox. The integration is a tremendous benefit to advisors looking for that 360-degree client view in their CRM,” said Steve Carroll, Head of Product at Wealthbox. “We’re thrilled to have Capitect join the Wealthbox community!

Watch the Webinar

Join Wealthbox and Capitect to learn how this integration provides the advisors the ability to see account information in Wealthbox at our live webinar on Wednesday, April 14th at 2:00pm ET. Sign up now!

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