Wealthbox is excited to announce an integration with Voyant, a comprehensive wealth management platform purpose-built to help advisors deepen their client relationships. With the Voyant integration, advisors can streamline their workflows and eliminate the hassle of rekeying by seamlessly syncing client data, such as names and demographics, directly into their planning tools. This saves time and ensures accuracy, enabling smoother operations and more efficient data management.
View a previously recorded live webinar to learn more about the integration between Wealthbox + Voyant.
Jamie Phelps, Customer Success Lead at Voyant“We’re thrilled to partner with Wealthbox to streamline the financial planning process and make it more seamless than ever,” said Jamie Phelps, Customer Success Lead at Voyant. “The ability to effortlessly pull your Wealthbox clients directly into Voyant allows you to save time and focus on what truly matters—serving your clients and delivering exceptional financial advice.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“Integrating with Voyant enhances our commitment to providing advisors with the best tools available for their client management needs,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This collaboration allows advisors to leverage their client data effectively, ultimately improving their financial planning processes and client interactions.”
How it works
The integration between Wealthbox and Voyant enables a seamless flow of client information, allowing advisors to create financial plans in Voyant by importing basic client details directly from Wealthbox. To enable the Voyant integration, users can easily navigate to the Home screen, click the plus (+) button located in the bottom-right corner, and select Import Client. From there, they should choose Wealthbox to sign in.
Once connected, advisors can import essential client information, such as names and birthdates, from Wealthbox into Voyant. Once a client record is successfully imported into Voyant, a link will be established between the client’s source record in Wealthbox and their record in the Voyant system. This connection allows for ongoing synchronization, ensuring that both platforms maintain up-to-date information.
Learn more
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- Integration Page: Learn more on the Voyant + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Voyant integration with easy instructions.
View a previously recorded live webinar to learn more about the integration between Wealthbox + Voyant.
