Get started with Wealthbox + Annuities Genius
Modern CRM integrated with annuity illustration software for the win!
Modern CRM integrated with annuity illustration software for the win!
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.
Resources
“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
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