Today, Wealthbox is excited to announce an integration with Sora, an AI-driven liability management and financing platform for advisors. Sora helps maximize clients’ net worth by understanding their liabilities and finding the best financing rates. The data-sync integration with Wealthbox allows advisors to easily port client data into Sora to expedite the onboarding process.
Join us for a live webinar on Wednesday, March 20th at 2pm ET to learn more about the integration between Wealthbox + Sora.
How to get started
Connecting Sora and Wealthbox is easy. After logging in to Sora, advisors will see the option to add a client in the top right corner of their Liability Dashboard. From there, they can simply choose “Integrations” from the header menu and connect to Wealthbox by clicking “Connect” and entering their user credentials when prompted.
How it works
Once the integration setup is complete, advisors will notice client data from Wealthbox is automatically populated within Sora’s Task screen to kick off the onboarding process.
Advisors are then able to choose how they’d like to onboard their clients. With the ability to either email clients an onboarding invitation or pre-populate one with Wealthbox synced client data as seen below, advisors can onboard clients with just a few simple clicks.
Once all information is collected, advisors can simply click the “Done” box to complete the onboarding process and move clients off of the onboarding queue.
Siddhartha Oza, Co-Founder and CEO of Sora Finance“Enabling independent advisors to support clients with their consumer and commercial lending needs has become even easier with Sora and Wealthbox,” said Siddhartha Oza, CEO and Co-Founder of Sora. “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.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“Wealthbox is happy to announce its partnership with Sora and welcome them to our wealth-tech partner ecosystem,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “We are excited to provide advisors with an easy way to deliver liability planning as a service to their clients, enhancing their ability to meet their financial objectives.”
Check out the new Wealthbox + Sora integration page to start taking advantage of Sora’s AI-driven platform today!
Join us for a live webinar on Wednesday, March 20th at 2pm ET to learn more about the integration between Wealthbox + Sora.
