Help Center article
Products
Firm Type
Role
One platform,
every role.
every role.
Explore
Get Help
Overview
Mailchimp is a marketing automation platform and email marketing service for managing mailing lists and creating email marketing campaigns to send to customers. The integration with Wealthbox allows users to send contact data from Wealthbox for email marketing campaigns in MailChimp.
Help Center article
Set up in Wealthbox
Blog post
“CRM and email marketing go together like peaches and cream. Advisors love the integration between Wealthbox and MailChimp. It’s a simple yet powerful way to grow an advisory practice business.”
Upgrade to Wealthbox