How do I import clients from Wealthbox?

Setting up your Advizr-Wealthbox CRM integration

*Please not the Wealthbox integration is not available to current Orion subscribers

  1. In the upper right, hover over the user menu and click Settings:
  2. Navigate to the Integrations tab and click Wealthbox
  3. Click "Connect Wealthbox" and enter your Wealthbox credentials in the popup
  4. To import clients into Advizr, login to Wealthbox and select your client. Under Contact Details, select the Send To drop down and click "Advizr".
Wealth Box Image 1

 

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