AdviceCloud and Wealthbox
Sync your Wealthbox tasks, workflows, and reminders.
See your tasks, workflows, and reminders in Wealthbox alongside your client information in AdviceCloud. Two-way data syncing keeps AdviceCloud and Wealthbox information up-to-date.
Quickly create tasks for your clients from within AdviceCloud. AdviceCloud displays navigation links to your items in Wealthbox to help you quickly jump between applications when you want to focus on customer relationship management.
Quickly view and create notes from AdviceCloud.
See your Wealthbox notes alongside your client information in AdviceCloud. Quickly create notes from AdviceCloud that sync with Wealthbox.
Import your clients from Wealthbox to get started in AdviceCloud.
Import your Wealthbox households and contacts into AdviceCloud to get up and running in minutes. Use contact information in Wealthbox to quickly set up your custodian accounts in AdviceCloud.
AdviceCloud matches information between systems and offers suggested data connections to help get you set up with AdviceCloud quickly; no need to spend days manually copying data over from Wealthbox.