AssetBook and Wealthbox Team Up to Enhance Advisor Experience
Financial planners and investment advisors can now seamlessly incorporate client contact records from Wealthbox into the Pulse by AssetBook platform.
AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps financial advisors better manage workflows and client relationships. The Pulse by AssetBook platform provides financial advisors and broker-dealers a customized solution with a dynamic yet simple user interface that leaves time for what matters most, the advisor’s clients.
“We are thrilled to have completed the integration with Wealthbox,” said Marwa Zakharia, CEO of AssetBook. “AssetBook strives to provide the best possible service and user experience to our clients and having an integration with one of the industry’s fastest-growing CRMs helps us continue to make good on that promise.”
“AssetBook offers advisors who use Wealthbox a simple and fast way to connect their clients’ information across platforms,” said Steve Carroll, Head of Product at Wealthbox. “The integration frees up advisors to spend more time with clients instead of wasting it on duplicative data entry. We’re delighted to welcome AssetBook to the Wealthbox community.”
WEBINAR SCHEDULED FOR SEPTEMBER 22
Interested advisors and journalists are invited to register for a live webinar on September 22, 2021, at 2:00 pm ET to learn more about the AssetBook/Wealthbox integration.
It is free to attend but spots are limited: