Wealthbox + Estately

Estately is an estate-planning platform built for financial advisors. With the Estately integration, advisors can seamlessly import client data from Wealthbox into Estately, eliminating manual data entry and ensuring that client information stays consistent across systems. Instead of manually re-entering client details, advisors can instantly pull information, such as names, email addresses, dates of birth, and home addresses, directly from Wealthbox. By automatically syncing client data between platforms, this integration helps advisors maintain accuracy and consistency while creating a smoother onboarding experience for clients.