Integrations /Marketing Tools

Get started with Wealthbox + WEALTHAWK

Modern CRM integrated with prospect identification to optimize client acquisition


WEALTHAWK is an AI-driven tool designed to identify prospects in the budding stages of their buying journey. It targets individuals who recently acquired investable assets through liquidity events and recognizes them as prime prospects for financial advisory services. With the WEALTHAWK integration, advisors can effortlessly incorporate ideal prospects into Wealthbox. This integration allows advisors to efficiently engage with prospects, monitor interactions, and track their prospecting progress.

Once you are ready to export your prospect, just click on the 'Export' dropdown and select 'Wealthbox'To export prospect information, click on the ‘Export’ dropdown menu and choose ‘Wealthbox’.

Get started with Wealthbox + WEALTHAWK

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