Wealthbox is excited to announce a new integration with Bitsy. The maker of compliance-centric enrollment software for financial advisors has partnered with Wealthbox to provide advisors with a streamlined way to engage prospects, expedite client onboarding, ensure compliance, and manage client relationships.
How it Works:
The Wealthbox and Bitsy integration provides a powerful bidirectional sync to save advisors from having to enter information twice.
Once you connect Wealthbox and Bitsy, simply add a new client in your Bitsy dashboard to see the integration at work. Bitsy will crawl through the connected Wealthbox account to auto-populate prospect information across all of the enrollment forms in your Bitsy account.
Additionally, as prospects and clients share data through Bitsy forms, advisors now have the ability to push the information back into the Wealthbox dashboard.
“Integrating Bitsy with Wealthbox means no more redundant data workflow, which drove my team and me insane when I practiced as an advisor.” said B. Forrest Tuten, CEO and Co-Founder of Bitsy. “This connection makes it easy for advisory firm users to instantly auto-populate data within both environments, and instantly recall such information when working through client onboarding tasks. This process makes both onboarding and ongoing data workflows as fast as possible, which makes growing any firm that much easier, all while delighting customers along the way.”
“We are thrilled to have Bitsy part of the Wealthbox partner community,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “Bringing Wealthbox and Bitsy together delivers crucial timesaving efficiencies for advisors when it comes to client onboarding”