Wealthbox + Asset-Map

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

Get Started Free

Overview

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.

Import clients with the click of a button.
View and create clients with data from Wealthbox.

Resources

Blog post

Asset-Map Partners with Wealthbox to Streamline Financial Planning Visualization

Read more
Adam Holt
“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

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

Book a Demo