Wealthbox

Wealthbox is a collaborative CRM platform that allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

Envestnet’s Wealthbox integration provides Single Sign-On from the Envestnet LaunchPad.

Envestnet's Wealthbox Advanced integration enhances client management, proposal prefilling, SSO access to UMP financials, and account/holding visibility. It replaces the legacy Wealthbox integration once fully configured.

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