Wealthbox

CRM

Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes. For more information, visit wealthbox.com.

Integration

A key integration for any Docupace client is direct connectivity between their CRM and Docupace. Docupace’s integration with Wealthbox is one of a handful standard integrations offered with industry leading CRMs.

Integration Benefits:

API integration for launching Docupace from CRM which:
- Reduces duplicate data entry between the two systems
- Improves advisor experience
Increases advisor efficiency by:
- Launching Docupace thru a single sign-on
- Automating the creation or matching on clients within Docupace
- Launching Docupace’s Starting Point to initiate a new account or maintenance work-items