AdviceCloud is a wealth management platform that combines CRM and portfolio data in a single application. Within AdviceCloud, you can digitally onboard new clients, manage portfolios, update client information, run client billing and much more. The integration with Wealthbox allows advisors to view, edit, and create Households, Contacts, Tasks, Notes, and Workflows from anywhere in AdviceCloud with data syncing between the two applications.
“As a leading CRM, Wealthbox was one of the first tools that we integrated within AdviceCloud. Our mission to combine CRM, portfolio, and client information in a single application was made possible by the robust set of APIs and comprehensive data offered through Wealthbox.”
Co-founder & CEO, AdviceCloud