How to set up an integration with Wealthbox
This article will show you how to set up an integration with Wealthbox, which will allow you to see and edit contact details in Blueleaf.
First, go to your settings from the Advisor dashboard:
Then click "3rd Party Integrations"
Next, click " Authenticate with Wealthbox"
You will be prompted to log into Wealthbox, and authorize access for Blueleaf.
Once successful, you'll be redirected back to Blueleaf
When viewing an individual client, you'll now have access to a "CRM" tab, where you can view contact details from Wealthbox, as well as tasks and notes for the contact.