Integrations /Insurance

Get started with Wealthbox + Annuities Genius

Modern CRM integrated with annuity illustration software for the win!


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.


Blog post

“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

Get started with Wealthbox + Annuities Genius

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