Wealth.com offers an integration with Wealthbox, a modern, intuitive CRM built for growing advisory firms. Our Wealthbox integration makes it easy for advisors to import clients from Wealthbox into Wealth.com, and view client's estate plan activity within the CRM they already use.
In this article, we’ll show you how you can leverage the Wealthbox integration for improved visibility into your estate planning activity, what data gets pulled, and how to set up your integration.
How You Can Use This Integration
Our Wealthbox integration enables advisors to do two things:
Import clients from Wealthbox directly into Wealth.com without having to manually enter them one by one.
See their client’s Wealth.com estate planning activity reflected in their Wealthbox profile. This streamlined visibility means when an advisor’s client makes an update to their estate plan in Wealth.com, the update is automatically reflected in both places, limiting the need to manually duplicate information so that you can focus on important tasks at hand. For example, advisors can see if a client has accepted their invitation to Wealth, or if a client has started a document, and more based on the data outlined above.
How to Import Clients from Wealthbox into Wealth.com
Log into your Wealth.com account.
Once in your dashboard, select the dropdown arrow next to Add Client.
Choose the Add from Integration option.
Select Wealthbox from the integrations list.
A pop-up window will appear prompting you to enter your Wealthbox login credentials.
Once confirmed, use the checkboxes to select which clients you wish to import.
Voila! Client first name, last name, email, and household/spouse associations all get imported into your dashboard automatically. You're in control of whether a Wealth.com invite is sent to each client at the time of import.
Your initial import will update instantly in the platform. After that, data automatically refreshes every hour.
Note: At this time, client imports to not import client assets or financial data.
What Data Gets Pushed from Wealth.com into Wealthbox
Data syncs when an update occurs, allowing for real-time visibility. Activity notes are displayed in contact records. Wealth.com pushes estate plan updates into Wealthbox, including:
Data Field | What it Shows |
Account Status | Whether a client accepted their Wealth.com invitation, become an active user, or decline their invitation |
Estate Plan Type | What plan your client has chosen within the Wealth.com platform: Individual Will Plan, Couples Will Plan, Individual Trust Plan, Couples Trust Plan |
Estate Plan Status | Client progress on completing their estate plan: Not Started, In Progress, Pending Validation, Completed |
Document Status | Status on a specific document that is included in the Client’s recommended document to draft: Not Started, In Progress, Pending Validation, Completed |
Last Login Date | The last date and time when a client logged into their Wealth.com account |
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How to Set Up Your Wealthbox Integration (Wealth.com --> Wealthbox)
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Look for Wealthbox and you’ll see a Not Connected status, click that button to prompt the connection
Enter your Wealthbox login information in the pop-up window when it appears
After logging into Wealthbox, you will be asked to Connect
Once you have completed your authorizations, you will see the Wealthbox integration in your Connections menu update its status to Connected.
Log into your Wealthbox account and you'll see a note on your Dashboard related to Wealth.com. Click Read More.
You’ll see the text “please create the following custom fields here”, select here
You'll see the text "please create the following custom fields here" — select here.
On the new page that appears, select Create Custom Field.
Create a field for each of the following, using Field Type: Text Field:
Wealth.com Account Status
Wealth.com Estate Plan
Wealth.com Estate Plan Status
Wealth.com Document Status
Wealth.com Last Login Date
Select Save Custom Field after entering each one.
Important: This step is required for the synced data above to actually display in Wealthbox. If you skip it, your integration will show as Connected, but you won't see any client activity reflected in Wealthbox.
Congrats, you’ve now successfully set up your Wealthbox integration!
How to Disconnect This Integration
Log into your Wealth.com account
Select your initials in the top right corner
From there, select Integrations
Scroll down to Wealthbox and you’ll see a Connected status, click that button to disconnect
Confirm this action when a pop-up window appears asking you to authorize