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Wealthbox Enhances Investment Management with Envestnet Integration

Wealthbox, a leading CRM software platform for financial advisors, has announced a significant integration with Envestnet. This partnership aims to streamline investment management and improve the efficiency of financial advisors.

The integration enables advisors to access Envestnet account and position information directly within the Wealthbox CRM platform. This seamless connection allows advisors to navigate between platforms using single sign-on, reducing manual processes and saving time. Key financial data, such as account details, is now easily accessible alongside client records, eliminating the need to switch between systems [1].

Additionally, advisors can initiate investment proposals directly from Wealthbox. This functionality allows advisors to begin a proposal within Wealthbox and continue it in Envestnet, whether they are working with an existing client or adding a new prospect. If the client does not yet exist in Envestnet, Wealthbox will automatically create the household and link it to the proposal, ensuring a smooth workflow. Once initiated, proposals are seamlessly transferred to Envestnet, allowing advisors to continue the process without interruption [1].

The integration between Wealthbox and Envestnet is part of a broader trend in the wealth management industry, where technology platforms are increasingly being used to enhance investment management and client service. Envestnet, a leading provider of integrated technology and wealth solutions, has been at the forefront of this trend, continually expanding its capabilities and partnerships to serve the evolving needs of financial advisors [2].

For more information about the integration between Wealthbox and Envestnet, visit [www.wealthbox.com/integrations/envestnet](http://www.wealthbox.com/integrations/envestnet). To learn more about how advisors can use Envestnet + Wealthbox to streamline planning and portfolio management, join a webinar at [www.wealthbox.com/webinars](http://www.wealthbox.com/webinars) [1].

References:
[1] https://www.prnewswire.com/news-releases/wealthbox-integrates-with-envestnet-for-smarter-investment-management-302505835.html
[2] https://t3technologyhub.com/tag/envestnet/