Get started with Wealthbox + Atlas Point
Modern CRM integrated with behavioral finance to make accessing and applying behavioral biases easy.
Modern CRM integrated with behavioral finance to make accessing and applying behavioral biases easy.
Overview
Atlas Point is a behavioral science and analytics platform at the forefront of making it simple to integrate behavioral finance into the financial planning process. The Wealthbox integration connects personas and behavioral biases uncovered with Atlas Point’s industry-leading and client-facing behavioral survey, Financial Virtues™, to existing Wealthbox contacts. In addition to automatically applying tags to a contact, the integration creates a contact note for each completed response with links to the client and financial professional reports generated from the survey.
Behavioral survey information is tagged to clients in WealthboxResources
“Atlas Point is excited to partner with Wealthbox to make accessing and applying our client-ready behavioral survey easy. Integrating with Wealthbox’s easy to use interface helps us achieve our goal of making financial conversations more personal and personalized.”
Kenny Mobley
Co-founder & COO, Atlas Point
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