Wealthbox issued a press release today about a powerful new update to our integration with LPL ClientWorks: two-way sync! This integration is designed to streamline advisor workflows and ensure client data remains accurate, up-to-date, and accessible across both platforms.
Join us for a live webinar on Tuesday, March 18 at 2:00 PM ET to learn more about the two-way sync integration between LPL ClientWorks + Wealthbox.
With this integration, advisors can rely on instant updates that automatically sync between ClientWorks and Wealthbox, creating a streamlined, error-free client management experience. Any updates to contact information—like addresses or phone numbers—entered on one platform will instantly reflect on the other, keeping client records organized and eliminating the need to double-check for duplicates or re-enter information. Advisors can also see client account data from ClientWorks in Wealthbox, including account number, title, type, class, and value, and use single sign-on capabilities between ClientWorks and Wealthbox.
Gary Carrai, Chief Product Officer at LPL Financial
“We are excited to collaborate with Wealthbox to elevate the tools for our advisors,” said Gary Carrai, Chief Product Officer at LPL Financial. “The two-way sync between Wealthbox and ClientWorks enhances flexibility, ensures precision, and empowers advisors to deliver exceptional service and build thriving practices.”
“We’re grateful for our continued partnership with LPL Financial and excited to offer this two-way sync between Wealthbox and ClientWorks,” said John Rourke, CEO and Co-founder of Wealthbox. “At Wealthbox, we’re committed to providing advisors with the tools they need to manage client relationships and operations more effectively, and this integration takes that mission to the next level.”
John Rourke, CEO and Co-founder of Wealthbox
How It Works
The ClientWorks and Wealthbox integration guarantees that every update—big or small—syncs between the two platforms in real time. Any change to contact details, like phone numbers, email addresses, or mailing addresses, will instantly be reflected across both systems.
Selecting the Source of Truth
An essential step in setting up two-way sync is choosing the initial data source–either ClientWorks or Wealthbox. This selection establishes the “source of truth” for contact details during the initial sync, ensuring data consistency across both platforms and giving advisors confidence in their client records.
Effortless Contact Management
The integration between ClientWorks and Wealthbox keeps data aligned across both platforms, reducing the risk of inconsistencies. With the added benefit of deduping against Social Security Numbers (SSNs), advisors can avoid duplicate records and ensure client data is accurate and unique. This integration provides advisors access to the most up-to-date client information, making client relationship management more efficient and enabling them to focus on what matters most—serving their clients.
LPL Advisors Are Making the Switch to Wealthbox
Thousands of LPL-affiliated advisors are choosing Wealthbox as their CRM. With its modern design, intuitive workflows, and powerful two-way sync integration with ClientWorks—Wealthbox is transforming how advisors manage client relationships. By making the switch, LPL advisors are gaining an automated experience that keeps client data accurate and up-to-date across platforms, eliminating inefficiencies and streamlining their daily operations.
LPL Advisors are Switching to Wealthbox!
Number of LPL users on Wealthbox
Start Syncing with Ease
LPL advisors: Ready to get started? Enable the two-way sync today and experience a more efficient way to manage your client information!
For more information, check out this video “How to Use the Two-Way Sync Integration Between LPL ClientWorks and Wealthbox” from our How-To video series.
Join us for a live webinar on Tuesday, March 18 at 2:00 PM ET to learn more about the two-way sync integration between LPL ClientWorks + Wealthbox.
