Yourefolio Completes Integration with Wealthbox CRM

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Yourefolio adds Wealthbox CRM to its suite of integration partnerships

Wealthbox is an increasingly popular CRM solution. Its intuitive design, combined with Yourefolio’s robust estate and legacy planning capabilities is a powerful integration.

Yourefolio™, the leader in advisor-driven estate and legacy planning software for financial advisors announced the completion of its integration with Wealthbox® CRM.

Subscribers of Yourefolio’s advisor-driven estate and legacy planning software and Wealthbox CRM can now transfer client data from Wealthbox CRM to Yourefolio with a simple, yet effective integration. This integration will save users valuable time and allow them to merge client data accurately.

“We are excited about our integration with Wealthbox CRM,” said Scott Huff, CEO of Yourefolio. “Including Wealthbox to our suite of integrations allows advisors multiple options for migrating data into Yourefolio. Wealthbox is an increasingly popular CRM solution. Its intuitive design, combined with Yourefolio’s robust estate and legacy planning capabilities is a powerful integration”, he added.

To enable the Wealthbox integration, simply visit the integration partners tab in Yourefolio and initiate the integration. Once initiated, simply place the clients name in the search box, click “Call Wealthbox” and the data requested will migrate.

This integration reflects Yourefolio and Wealthbox CRM’s commitment to simplifying the data entry process and allowing advisors multiple options to migrate information into the platform. An integration with Wealthbox CRM also promotes more options for their users, including adding estate and legacy planning to their suite of services.

For more information regarding this integration, email info@yourefolio or contact@wealthbox.com.

Wealthbox CRM and Yourefolio will host a webinar to feature this integration on November 27, 2018 at 3:00pm EST. To join, use this link to register: https://zoom.us/webinar/register/WN_LwGmEzgeQlW4XN7T7U2A8g

About Yourefolio

Yourefolio is the leader in estate and legacy planning software for financial advisors, their clients and their beneficiaries. The intuitive platform supports financial advisors who wish to include estate and legacy planning into their suite of services. Yourefolio moves estate and legacy planning into the 21st century by providing collaboration amongst everyone involved, for better planning. Yourefolio is the future of estate and legacy planning. For more information about Yourefolio, visit https://yourefolio.com.

About Wealthbox CRM
Wealthbox is a web-based CRM system designed specifically for financial advisors.

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