Get started with Wealthbox + Fispoke

Fispoke is a technology platform designed to help financial advisors strengthen client relationships and deliver a more comprehensive wealth experience. Fispoke enables advisors to offer clients a suite of sponsored private banking products—including FDIC-insured high-yield savings accounts, residential mortgages, advisor-branded credit cards, securities, and insurance-backed lines of credit, commercial loans, and advisor financing. With the Fispoke integration, advisors can pre-fill client deposit and lending applications directly from their Wealthbox contact data, streamlining account setup and reducing manual entry errors.

• 

  Sync your Wealthbox Contacts, on demand, with Fispoke in just one step.

• 

  When advisors create new account applications, their Wealthbox contact data is automatically populated, ensuring accuracy.