Integrations /Onboarding & Form Tools
Get started with Wealthbox + Finpace
Modern CRM integrated with supercharged client onboarding and engagement.
Integrations /Onboarding & Form Tools
Modern CRM integrated with supercharged client onboarding and engagement.
Overview
Finpace (formerly Bitsy) is a technology company that builds enrollment/compliance centric software for financial advisors. The bi-directional integration between Wealthbox + Finpace provides advisors with a streamlined way to engage prospects, expedite client onboarding, ensure compliance, and manage client relationships.
Once you connect Wealthbox and Finpace, simply add a new client in your Finpace dashboard to see the integration at work.
Finpace will crawl through the connected Wealthbox account to auto-populate prospect information across all of the enrollment forms in your Finpace account.
Additionally, as prospects and clients share data through Finpace forms, advisors now have the ability to push the information back into the Wealthbox dashboard.
“Integrating Finpace with Wealthbox means no more redundant data workflow, which drove my team and me insane when I practiced. This connection makes it easy for advisory firm users to instantly auto populate data within both environments, and instantly recall such information when working through client onboarding tasks. This process makes both onboarding and ongoing data workflows as fast as possible, which makes growing any firm that much easier, all while delighting customers along the way.”
B. Forrest Tuten
CEO & Cofounder of Finpace
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