Get started with Wealthbox + WEALTHAWK

WEALTHAWK is an AI-driven tool designed to identify prospects in the budding stages of their buying journey. It targets individuals who recently acquired investable assets through liquidity events and recognizes them as prime prospects for financial advisory services. With the WEALTHAWK integration, advisors can effortlessly incorporate ideal prospects into Wealthbox. This integration allows advisors to efficiently engage with prospects, monitor interactions, and track their prospecting progress.

To export prospect information, click on the ‘Export’ dropdown menu and choose ‘Wealthbox’.