Today, Wealthbox is excited to announce an integration with Optivice, a debt management platform for financial advisors. Optivice provides advisors with a way to view and track their clients’ outstanding loans and credit scores. The integration allows advisors to send client data from Wealthbox into the Optivice dashboard to kick off the planning process.
View a previously recorded live webinar to learn more about the integration between Wealthbox + Optivice.
How it works
Setting up the integration is easy. Simply click on “Connected Apps” from the “Settings” menu in the Optivice Dashboard. Then click “Connect New App” to enable the Wealthbox integration.
Follow the prompts to finish the setup and within a few clicks, a full report of a client’s outstanding debt, in addition to plan goals, refinance options, credit score enhancement, and a suite of related products, will be loaded all in one place.
Tessa Elliott, Head of Sales & Marketing at Optivice“Given that about 80% of Americans carry some form of debt, comprehensive financial planning is incomplete without debt management,” said Tessa Elliott, Head of Sales & Marketing at Optivice. “Optivice is the essential missing piece in the holistic financial planning puzzle by offering effective debt and loan management solutions. With the Wealthbox integration, advisors can now use this powerful tool to easily deliver even greater value to their clients and make a profound impact on their financial well-being.”
Meghan Silva, Marketing Manager at Wealthbox“Debt can be crippling and Optivice’s solution makes it easy for advisors to help their clients find the best path forward,” said Meghan Silva, Marketing Manager at Wealthbox. “We are excited to integrate with Optivice and provide advisors with a tool that can help their clients breathe easy again by achieving debt freedom.”
View a previously recorded live webinar to learn more about the integration between Wealthbox + Optivice.
