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