Integrations /Portfolio Management
Get started with Wealthbox + AdviceCloud
Modern CRM integrated with operations management software for greater visibility and insights.
Integrations /Portfolio Management
Modern CRM integrated with operations management software for greater visibility and insights.
Overview
AdviceCloud is a wealth management platform that combines CRM and portfolio data in a single application. Within AdviceCloud, you can digitally onboard new clients, manage portfolios, update client information, run client billing and much more. The integration with Wealthbox allows advisors to view, edit, and create Households, Contacts, Tasks, Notes, and Workflows from anywhere in AdviceCloud with data syncing between the two applications.
View, edit and create tasks, notes, and workflows within AdviceCloud alongside client portfolio information. Data syncs seamlessly between Wealthbox and AdviceCloud.
Quickly view and create your Wealthbox notes from anywhere in AdviceCloud
Import Wealthbox households and contacts in seconds to expedite AdviceCloud onboarding. AdviceCloud will auto-match your Wealthbox households to your custodian data – saving you time and labor.
“As a leading CRM, Wealthbox was one of the first tools that we integrated within AdviceCloud. Our mission to combine CRM, portfolio, and client information in a single application was made possible by the robust set of APIs and comprehensive data offered through Wealthbox.”
Davey Quinn
Co-founder & CEO, AdviceCloud
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