AdvisorStream Partners with Wealthbox to Merge Digital Marketing with CRM

Wealthbox is excited to announce a new partnership with AdvisorStream, a Broadridge company. AdvisorStream’s digital marketing platform helps financial planners drive growth through highly personalized communications that investors enjoy and trust. Wealthbox and AdvisorStream have developed an integrated, bi-directional sync to provide advisors with easy to use, customized client-nurturing communication strategies.

Join us for a live webinar on Tuesday, October 18th at 2pm ET to learn more about the integration between Wealthbox + AdvisorStream.

How it works:

The Wealthbox and AdvisorStream integration is a bi-directional sync of data between both platforms to unify your marketing automation and CRM back-office workflows. Once the integration is connected, AdvisorStream will pull over your Wealthbox contacts seamlessly into AdvisorStream. This eliminates having to manually populate AdvisorStream with your Wealthbox contacts.

The advisor has the option to have leads generated from the AdvisorStream platform pushed back into Wealthbox as a new “Opportunity” and can then follow up and manage those “Opportunities” right from Wealthbox.

AdvisorStream Wealthbox Integration Settings

Additionally, advisors can gain visibility into the AdvisorStream marketing campaigns within Wealthbox and see what content resonates best with each client, by reviewing notes sent from AdvisorStream directly into the advisor’s workspace.

Kevin Mulhern, CEO & Co-founder of AdvisorStream, a Broadridge Company

“AdvisorStream’s seamless integration with Wealthbox empowers advisors to effortlessly nurture contacts,” said Kevin Mulhern, CEO of AdvisorStream. “We provide automated marketing while ensuring visibility into what communications clients are receiving, and when.”

Charlie Fargo, Head of Product Partnerships, Wealthbox

“We are thrilled to have AdvisorStream join Wealthbox’s ecosystem,” said Charlie Fargo, head of product partnerships at Wealthbox. AdvisorStream’s integration will bring real-time client engagement metrics on marketing campaigns directly into Wealthbox’s collaborative activity stream, which is a huge benefit for our customers.”