Wealthbox + Turnqey

Modern CRM integrated with cryptoasset data and insights.

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Overview

Turnqey is an API platform that delivers comprehensive analytics and insights on cryptoassets. With the Turnqey integration, advisors can seamlessly collect information on client crypto involvement and view key data directly within Wealthbox. This integration equips advisors with greater visibility into an increasingly important asset class, without ever leaving Wealthbox.

View cryptoasset balances, positions, and more details directly within Wealthbox contact records.
Use the Send-To function in Wealthbox to email clients and gather cryptoasset data.

Resources

Blog post

Crypto Meets CRM: Turnqey Now Integrated with Wealthbox

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Tyrone Ross, Turnqey Labs
“Our Wealthbox integration allows advisors to improve their cryptoasset practice management and improve client outcomes in this new and novel asset class.”

Tyrone Ross Jr., CEO at Turnqey Labs, Inc

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