Wealthbox + WealthFeed

Modern CRM integrated with AI-powered prospecting for seamless client acquisition

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Overview

WealthFeed is an AI-powered platform that delivers real-time insights into specific life events that may require financial planning adjustments, such as business sales, inheritances, and job changes. With the WealthFeed integration, advisors can seamlessly export prospect data to their Wealthbox account for streamlined marketing and outreach.

Create a prospecting list using WealthFeed’s preset filters and easily export all prospect information into your Wealthbox account.

Resources

Blog post

WealthFeed Partners with Wealthbox to Simplify Client Prospecting

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Shawn McElderry
“WealthFeed’s integration with Wealthbox is a game changer for my firm’s business development.”

Shawn McElderry, Founder & CEO at Monarch Wealth Advisors

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