Integrations /Financial Planning

Get started with Wealthbox + Asset-Map

Modern CRM integrated with visual financial planning software to see the big picture.


Asset-Map is used by financial advisors to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals. The integration with Wealthbox allows advisors to quickly build out household visuals within Asset-Map using Wealthbox contacts.


Blog Post

“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”

Adam Holt

Founder and CEO of Asset-Map

Get started with Wealthbox + Asset-Map

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