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: Watch the recorded 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.
“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.”
“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!”