Integrations /Financial Planning
Get started with Wealthbox + Asset-Map
Modern CRM integrated with visual financial planning software to see the big picture.
Integrations /Financial Planning
Modern CRM integrated with visual financial planning software to see the big picture.
Overview
Asset-Map is used by financial advisors to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals. The integration with Wealthbox allows advisors to quickly build out household visuals within Asset-Map using Wealthbox contacts.
Import clients with the click of a button.
View and create clients with data from Wealthbox.
Resources
“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”
Adam Holt
Founder and CEO of Asset-Map
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
