Integrations /Financial Planning
Get started with Wealthbox + Sora
Modern CRM integrated with AI-driven liability management to streamline client onboarding.
Integrations /Financial Planning
Modern CRM integrated with AI-driven liability management to streamline client onboarding.
Overview
Sora’s AI-driven liability management and financing platform for advisors helps maximize clients’ net worth by understanding their liabilities and finding the best financing rates for them. Sora’s integration with Wealthbox allows advisors to seamlessly import client data into Sora for easy onboarding.
Once the integration is enabled, Wealthbox contact records are pre-populated in Sora to kick off the onboarding process.
Advisors can complete client onboarding within Sora with information pre-populated from their Wealthbox contact record.
Resources
“Enabling independent advisors to support clients with their consumer and commercial lending needs has become even easier with Sora and Wealthbox. Our integration allows an advisor to quickly onboard clients to the Sora platform, get a complete view of their clients’ liabilities, and begin optimizing their clients’ net worth holistically.”
Siddhartha Oza
Co-Founder and CEO of Sora Finance
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