Integrations /Financial Planning
Get started with Wealthbox + Optivice
Modern CRM integrated with debt management to drive financial stability.
Integrations /Financial Planning
Modern CRM integrated with debt management to drive financial stability.
Overview
Optivice is a debt management tool that provides advisors with debt planning and management solutions. With Optivice, advisors can view and track their clients’ outstanding loans and credit scores. The integration with Wealthbox allows advisors to send client data from Wealthbox to Optivice to easily start creating a plan to manage debt.
With the Optivice + Wealthbox integration, advisors can now get the full picture of their client’s outstanding debt, and plan goals, refinance options, credit score enhancement, and a suite of related products, all in one place.Resources
“Optivice is the essential missing piece in the holistic financial planning puzzle by offering effective debt and loan management solutions. With the Wealthbox integration, advisors can now use this powerful tool to easily deliver even greater value to their clients and make a profound impact on their financial well-being.”
Tessa Elliott
Head of Sales & Marketing at Optivice
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