Your records in one portal
Clients, jobs and invoices from Wealthbox sit next to the rest of your business.
Wealthbox integration
CRM for financial advisors to manage households, tasks, workflows and client notes. Connect Wealthbox to OLODESK and use it in the apps and automations your business runs on.
- Category
- Industry software
Popular ways to use Wealthbox
Start with one of these, or describe your own.
Updates in both directions
Changes made in your other systems are written back to Wealthbox, so both stay current.
Follow-ups that happen
A reminder goes out by email or text when something in Wealthbox is due.
How to connect Wealthbox
Request Wealthbox
In your portal’s Integrations tab, press Request access next to Wealthbox. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Wealthbox, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Wealthbox data in ChatGPT. AI on OLODESK
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Wealthbox integration FAQ
Do I need my own Wealthbox account?
Yes. You connect the Wealthbox account your business already uses.
Which plans include the Wealthbox integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one Wealthbox account?
Yes. Connect as many as you need and choose which one each system uses.
Put Wealthbox to work
Start your Free trial, then request Wealthbox on Business Starter or Business Pro.