Betterment in the Wealthbox
At Wealthbox, our goal is to make CRM software simple, beautiful, and super powerful for financial advisors. Taking cues from social networking design, we’ve uniquely “consumerized” the user-experience in CRM, from providing advisors with easy sign-up-and-go onboarding to seducing them with the intuitive flows of CRM components in the Wealthbox interface that spark aha moments of joy.
It’s in this kindred software spirit that we’re delighted to announce today an integration with Betterment and their Betterment for Advisors offering. We’ve long admired the elegance of Betterment’s product design and this integration is a natural fit for the product design of Wealthbox.
All in one place
The integration between Wealthbox and Betterment for Advisors will allow Wealthbox users to view Betterment client account balances and details including positions, and transactions – all from the Contact Record page in Wealthbox. This new integration with Betterment for Advisors allows advisors to save time by having everything in one place.
Devon Klumb, CFP®, BFA™, Co-Founder of RhineVest says of the integration, “We’re always looking for ways to automate back-office activities for our firm so we can spend more time with clients. The new Betterment for Advisors integration helps us be more efficient by providing account information inside Wealthbox.”
Wealthbox and Betterment for Advisors will host a joint webinar about the new integration on March 29th at 1pm. Advisors can sign up now.
— Wealthbox CRM (@Wealthbox) March 14, 2019
How it works for you
Enabling the Betterment for Advisors integration will display a new “Betterment” tab on the Contact Record page in Wealthbox.
You can drill into the details from the account summaries on the Contact Record by clicking on the account name.
From there, you have quick and easy access to view Positions. (Note: Later this week, you’ll be able to see a summarized total of values for all positions held. 🎉)
Interested in learning more?
Visit our support site to learn how to enable the integration and register for our upcoming webinar with Betterment for Advisors.