Wealthbox + SmartAsset

Modern CRM integrated with lead-generation technology to grow your practice.

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Overview

SmartAsset publishes articles, guides, reviews, calculators and tools to help people make decisions about personal finance. The integration with Wealthbox allows advisors to view SmartAsset leads within Wealthbox and get an automated follow-up task.

SmartAsset leads are automatically sent to Wealthbox along with their profile information.

Resources

Recorded webinar

Turning Leads into Growth with SmartAsset and Wealthbox

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Blog post

SmartAsset Partners with Wealthbox

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“We created SmartAdvisor to connect consumers with financial advisors. It is a cost-efficient way for financial advisors to find new clients online supported by our white-glove concierge service. In our partnership with Wealthbox, we’re expanding that mission directly into our financial advisors’ day-to-day practice management.”

Michal Carvin, CEO, SmartAsset

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