Wealthbox issued a press release today to announce a new integration with Envestnet that infuses powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential tools enables advisors to work more efficiently by reducing manual processes and giving them more time to serve clients.
Join us for a live webinar on Tuesday, July 29th at 2:00 PM ET to learn more about the integration between Envestnet + Wealthbox.
Stephen Mennella, Head, Product Management – Strategic Integrations at Envestnet
“We consistently search for new partners who can work with us to help advisors deliver more personalized advice at scale, as client needs and business models continue to evolve,” said Stephen Mennella, Head, Product Management – Strategic Integrations at Envestnet. “Easy access to our proposal generation and account aggregation capabilities within the Wealthbox CRM platform can help advisors take their client relationships to the next level, and we look forward to seeing the impact of our integration.”
“We’re thrilled to partner with Envestnet to bring this powerful integration to advisors,” said James Byers, Product Manager at Wealthbox. “By combining CRM workflows with investment management tools, we’re making it easier than ever for advisors to access critical financial data, initiate proposals, and serve their clients seamlessly.”
James Byers, Product Manager at Wealthbox
How it works
Advisors can now view their clients’ Envestnet account and position details directly in Wealthbox via a dedicated Investments tab. This ensures that key financial data is easily accessible alongside client records, eliminating the need to switch between systems.
With single sign-on functionality, advisors can seamlessly transition from Wealthbox to Envestnet without losing data-driven client context. A simple click from within Wealthbox takes users directly to the corresponding client page in Envestnet, providing instant access to additional investment details.
In addition to viewing account information, advisors can also initiate investment proposals directly from Wealthbox. Advisors can begin working on a proposal in Envestnet in Wealthbox, whether they’re working with an existing client or adding a new prospect. If the client does not yet exist in Envestnet, Wealthbox will automatically create the household and link it to the proposal, ensuring a smooth and efficient workflow.
Once initiated, proposals are seamlessly transferred to Envestnet, where advisors can continue the process without interruption.
Learn more
- Integration Page: Learn more on the Envestnet + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Envestnet integration with easy instructions.
Join us for a live webinar on Tuesday, July 29th at 2:00 PM ET to learn more about the integration between Envestnet + Wealthbox.
