Investipal
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CRM Integration

Wealthbox
+ Investipal

Wealthbox helps financial advisors manage client relationships and collaborate with their team.

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CRM connection

The client, in context.

WealthboxWealthbox
InvestipalInvestipal
CRM connection
Review setup and workflow scope

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate

New leads from your Investipal risk questionnaire flow into Wealthbox with risk tolerance, investable assets and income.

What Wealthbox Offers

CRM

  1. Purpose-built for financial advisors
  2. Client relationship management
  3. Team collaboration tools
  4. Task and workflow management
  5. Integration capabilities

Why Use Wealthbox with Investipal?

New leads from your Investipal risk questionnaire flow into Wealthbox with risk tolerance, investable assets and income.

  1. Designed specifically for wealth management
  2. Improve team collaboration and efficiency
  3. Never miss important client touchpoints
  4. Streamline advisor-client communications

Inside the workflow

Connect your Wealthbox account

Follow the connection steps documented by Wealthbox.

  1. Open integrations

    In Investipal, open Integrations and select Wealthbox.

  2. Confirm and sign in

    Confirm the connection and enter your Wealthbox credentials when prompted.

  3. Return to your workflow

    The page reloads when the connection is complete. New questionnaire leads are created in Wealthbox.

A few things to know.

Which lead details reach Wealthbox?

Wealthbox documents automatic creation of leads from the Investipal risk questionnaire, including risk tolerance, investable assets and income.

Salesforce ↗

Salesforce helps financial services teams manage client relationships and coordinate their work.

Redtail Technology ↗

Redtail is a web-based CRM for financial advisors that connects with other advisory tools.