Wealthbox + ReferTrac

Modern CRM integrated with referral management software to streamline the referral process.

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Overview

ReferTrac is a referral management software, that streamlines and automates referral process for financial institutions and financial advisors. ReferTrac provides customized referral forms, referral tracking, automated reporting and more. The integration between Wealthbox and ReferTrac eliminates duplicate data entry by syncing prospect data across both platforms. Based on ReferTrac data, opportunities are created within Wealthbox to track referral progress and outcomes. Tags are also generated on a contact record within Wealthbox to show which referrals have been qualified.

Select your branch referral sources and default tags to map where they are synced in Wealthbox.
Once the integration is setup, opportunities and prospect referrals will automatically be created in Wealthbox based on the integration settings established within ReferTrac.

Resources

Recorded webinar

How Advisors Use Wealthbox + ReferTrac to Simplify Referral Processing

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Blog post

ReferTrac Partners with Wealthbox to Enhance the Referral Process for Advisors

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Jeremy Tyler headshot
“The integration between ReferTrac and Wealthbox is a powerful way for Financial Advisors to generate more referrals and streamline the referral process.”

Jeremy Tyler, CEO, ReferTrac

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