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Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning conversations.

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“Ever since we started Asset-Map, we’ve focused on creating relationships with the best technology providers for advisors, and Wealthbox certainly sits at the top of that list, ” said Adam Holt, CEO and founder of Asset-Map. “For most advisors, the CRM is the system of record for client communication, and adding Wealthbox as a close partner of ours ensures that advisors will have seamless, consistent data between both of our platforms.”

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Integration Creates Consistency Across Advisor Platforms

The Wealthbox and Asset-Map integration makes it easy for advisory firms to enjoy a unified and consistent data experience across both platforms.

As a CRM provider, Wealthbox often becomes a firm’s system of record, meaning that advisors use it as the point of truth for client contact information, opportunity identification, and operational processes to ensure a cohesive client experience.

By syncing client information from Wealthbox to Asset-Map through the new integration, advisory firms can create visual financial plans with confidence that they’re using the most up to date and accurate information.

Advisors can choose to sync individuals or entire households. Currently supported fields include:

  • Role
  • First Name / Last Name
  • Date of Birth
  • Gender
  • Address
  • Phone Number
  • Email

“Asset-Map’s unique and innovative financial planning software is a fantastic fit in integrating with Wealthbox CRM for our mutual customers, said Dan Ferranti, cofounder and CTO of Wealthbox. “We’re delighted to have Asset-Map join the growing Wealthbox ecosystem of leading wealth-tech vendors to help advisors help their clients.”

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