Integrations /Financial Planning

Get started with Wealthbox + Sora

Modern CRM integrated with AI-driven liability management to streamline client onboarding.


Sora’s AI-driven liability management and financing platform for advisors helps maximize clients’ net worth by understanding their liabilities and finding the best financing rates for them. Sora’s integration with Wealthbox allows advisors to seamlessly import client data into Sora for easy onboarding.


Blog post

“Enabling independent advisors to support clients with their consumer and commercial lending needs has become even easier with Sora and Wealthbox. Our integration allows an advisor to quickly onboard clients to the Sora platform, get a complete view of their clients’ liabilities, and begin optimizing their clients’ net worth holistically.”

Siddhartha Oza

Co-Founder and CEO of Sora Finance

Get started with Wealthbox + Sora

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