Wealthbox is excited to announce the launch of our new Send-To Actions feature, an automation tool designed to simplify and streamline workflows for financial advisors. This feature, available on Premier and Enterprise plans, enables users to seamlessly integrate industry-leading platforms directly into their Wealthbox workflows, simplifying routine tasks and boosting productivity.
Join us for a live webinar on Friday, November 22nd at 2:00 PM ET to learn more about new AI & Automation features in Wealthbox.
Effortless Integration with Essential Platforms
The Send-To Actions feature simplifies the process of integrating leading financial services platforms directly into Wealthbox workflows. With this functionality, advisors can can create, open, and update accounts or initiate critical documentation processes in real-time through platforms such as Schwab Advisor Center®, Fidelity Wealthscape®, Docupace, and many more.
With Send-To Actions, advisors can efficiently manage client accounts, process essential documents, and update important information without ever leaving Wealthbox. Supporting a wide range of integrations, Send-To Actions makes it easier than ever to connect with the tools and platforms that drive operational efficiency.
How Send-To Actions Work
Using Send-To Actions is simple. Within a Wealthbox workflow, advisors can select “Send-To Actions” as an automation step. From there, they can choose from integrated options like opening accounts in Schwab Advisor Center® or completing forms in Docupace. Once a selection is made, the relevant action will execute automatically, ensuring that critical tasks are seamlessly carried out without switching platforms. And because the integration is directly embedded in Wealthbox workflows, each action is automatically recorded for easy reference and tracking.
Getting Started with Send-To Actions
The Send-To Actions feature offers advisory firms a seamless and scalable way to integrate workflows with leading financial platforms. By automating key tasks, firms can boost efficiency, reduce manual errors, and enhance their operational productivity. This feature is essential for any financial advisory firm aiming to optimize processes, simplify daily operations, and stay connected to the platforms that support their growth.
For more information, check out this video “How to Use Send-To Actions in Workflows” from our How-To video series.
Join us for a live webinar on Friday, November 22nd at 2:00 PM ET to learn more about new AI & Automation features in Wealthbox.
