Wealthbox + Annuities Genius

Modern CRM integrated with annuity illustration software for the win!

Get Started Free

Overview

Annuities Genius provides annuity illustration software for financial advisors and annuity agents. The platform saves time, increases sales, and builds trust through a more efficient and client-centric approach to annuity sales. The integration between Wealthbox and Annuities Genius allows advisors to send contact record data from Wealthbox into the Annuities Genius dashboard to kick off the annuity selection process.

Access importing from Wealthbox through the Client Management dashboard in Annuities Genius.
Import Contacts from Wealthbox into Annuities Genius with the click of a button.
Import Contacts from Wealthbox into Annuities Genius with the click of a button.

Resources

Recorded webinar

How Advisors Use Annuities Genius + Wealthbox to Make Selling Annuities Simple

View recording

Blog post

Annuities Genius Integrates with Wealthbox to Make Annuity Selection a Breeze

Read more
David Novak, founder of Annuities Genius
“Seamless integration of Wealthbox and Annuities Genius is a game-changer for financial advisors! It’s a time-saving marvel that empowers users to harness the full potential of their digitalized process.”

David Novak, Founder of Annuities Genius

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo