Today, Wealthbox is excited to announce an integration with Wealth.com, an estate planning tool for financial advisors. With Wealth.com, financial advisors can provide a modern, comprehensive and sophisticated estate planning solution to their clients.
The integration with Wealthbox allows advisors to see the status of their clients’ estate planning progress, estate plan type, emergency access contact information, account status information, and last Wealth.com login timestamp all from within the Wealthbox contact record. Additionally, as clients continue to make progress on their estate plan, their actions will be captured in notes on the Wealthbox contact.
How it works
Setting up the integration can be completed with a few simple steps. Start off by logging in or creating an account for Weath.com. Once logged in, simply connect to Wealthbox through your Wealth.com account settings.
By clicking “Not Connected,” users will be prompted to login to their Wealthbox account to finish the integration setup.
Once the connection is complete, you can create custom fields in Wealthbox based on the information provided in our help center.
You can then see information on account status, emergency access contacts, and estate planning activity updates start streaming into the associated contact record in Wealthbox.
“At Wealth.com, we are committed to delivering a best-in-class experience to advisors and their clients,” said Danny Lohrfink, Chief Product Officer at Wealth.com. “Our integration with Wealthbox allows advisors to see their clients’ estate planning information directly in their CRM to ensure they have the information they need, when they need it, in one place.”
“We are thrilled to partner with Wealth.com to help advisors provide even better client experiences,” said Erin Bickford, VP of Marketing at Wealthbox. “Estate planning is a key offering for many advisory firms, and we’re excited to help streamline the process for Wealthbox customers.”
Enable the integration today to start taking advantage of the Wealth.com platform!