Today we are excited to announce a new partnership between Wealthbox and AssetBook, a portfolio monitoring and reporting system. This integration between Pulse by AssetBook and Wealthbox saves advisors valuable time by syncing and centralizing contacts from Wealthbox within AssetBook.
Advisors can now use the integration to link contact records from Wealthbox to clients and households in AssetBook. The connection also allows users to create new households in AssetBook using new contacts synced automatically from Wealthbox. When viewing a client or household in AssetBook, advisors are just one click away from Wealthbox, where they can see the full contact record.
“We are thrilled to have completed the integration with Wealthbox,” said Marwa Zakharia, CEO of AssetBook. “AssetBook strives to provide the best possible service and user experience to our advisor-clients and having an integration with one of the industry’s fastest growing CRMs helps us continue to make good on that promise.”
“AssetBook offers advisors who use Wealthbox a simple and fast way to connect their clients’ information across platforms,” said Steve Carroll, Head of Product at Wealthbox. “The integration frees up advisors to spend more time with clients instead of wasting it on duplicative data entry. We’re delighted to welcome AssetBook to the Wealthbox community.”