Get started with Wealthbox + Snappy Kraken

Snappy Kraken is an automated growth program that helps financial advisers expand market share and deliver high-quality client experiences through technology, content, and education. The integration with Wealthbox streamlines marketing efforts by automatically creating a “Group” in Snappy Kraken when an advisor creates a tag in Wealthbox. This connection eliminates the need for manual audience segmentation, as advisors can immediately access pre-organized groups for targeted marketing, saving time and ensuring more efficient campaigns.

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  Enable two-way sync and let changes from SnappyKraken sync back to Wealthbox.

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  Turn on nightly sync and keep your contacts synced automatically.