Get started with Wealthbox + Anasova

Anasova is a lead generation platform where advisors can define lead criteria using filters, set pricing through competitive bids, and seamlessly manage leads with the flexibility to pause, modify, or cancel at any time. The integration with Wealthbox allows advisors to create a new contact in Wealthbox from a newly secured lead in Anasova. Additionally, Anasova will create a comprehensive summary in the form of a note inclusive of 50 different data points. Advisors can then tag leads for specific campaigns and follow up methods.

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  When you secure a lead, a contact is automatically created within Wealthbox along with a note that includes the lead summary and a link to their financial plan in Anasova.

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  View financial plans inside Anasova to get an in-depth view of the lead including 50 neatly organized data points.