Wealthbox has introduced a new integration with Envestnet, enhancing investment management capabilities within the Wealthbox CRM platform for financial advisors. This integration enables advisors to easily access Envestnet account information and navigate between platforms using single sign-on (SSO), all from Wealthbox.
Advisors can view their clients’ Envestnet account details in a dedicated Investments tab, keeping essential financial data readily available. The SSO feature enables a seamless transition between Wealthbox and Envestnet, preserving client context.
Additionally, advisors can initiate investment proposals directly from Wealthbox. If a client isn’t already in Envestnet, Wealthbox will automatically create their household and link it to the proposal. This ensures a smooth workflow, allowing advisors to transfer proposals to Envestnet without interruption.
KEY QUOTES:
“We’re thrilled to partner with Envestnet to bring this powerful integration to advisors. By combining CRM workflows with investment management tools, we’re making it easier than ever for advisors to access critical financial data, initiate proposals, and serve their clients seamlessly.”
James Byers, Product Manager at Wealthbox
“We consistently search for new partners who can work with us to help advisors deliver more personalized advice at scale, as client needs and business models continue to evolve. Easy access to our proposal generation and account aggregation capabilities within the Wealthbox CRM platform can help advisors take their client relationships to the next level, and we look forward to seeing the impact of our integration.”
Stephen Mennella, Head, Product Management – Strategic Integrations
