Get Started with Wealthbox + Envestnet

Overview

Envestnet is a financial technology company that provides integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. With the Envestnet integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox.

Seamlessly access Envestnet account details from the Wealthbox Contact Record.
View Envestnet account positions directly within Wealthbox.
Initiate investment proposals within Wealthbox and finish them in Envestnet.
Navigate between platforms using single sign-on.

Resources

Blog Post

Help Center Article

“Easy access to our proposal generation and account aggregation capabilities within the Wealthbox CRM platform can help advisors take their client relationships to the next level, and we look forward to seeing the impact of our integration.”