Get started with Wealthbox + ReferTrac

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.