{"id":6227,"date":"2020-03-11T15:30:52","date_gmt":"2020-03-11T20:30:52","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=6227"},"modified":"2020-05-12T11:17:52","modified_gmt":"2020-05-12T16:17:52","slug":"rixtrema-integrates-with-wealthbox-crm","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/rixtrema-integrates-with-wealthbox-crm\/","title":{"rendered":"RiXtrema integrates with Wealthbox CRM"},"content":{"rendered":"\n

Our advisor clients asked for it, and we answered: RiXtrema\u2019s Portfolio Crash Test Pro integrates with Wealthbox.<\/p>\n

Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech firm experiencing outstanding growth among financial professionals because of its many time-saving features.<\/p>\n

With Wealthbox\u2019s success and popularity among our clients, it\u2019s natural that RiXtrema should integrate its premier risk-assessment tool, Portfolio Crash Test Pro, into Wealthbox\u2019s CRM.<\/p>\n

The combination of PCT Pro with Wealthbox helps all of our clients be more efficient, spend less time doing administration work, and have more time to spend with clients.<\/p>\n\n\n\n

Here\u2019s how PCT Integrates with Wealthbox<\/strong><\/h2>\n\n\n\n

First, from the navigation panel, click \u201cadd integration\u201d (Figure 1).<\/p>\n\n\n\n

\"Figure
Figure 1: Add integrations from the main page in PCT Pro<\/figcaption><\/figure>\n\n\n\n

Second, Click \u201cConnect CRM\u201d to bring up a list of CRM Connections (Figure 2).<\/p>\n\n\n\n

\"Figure
Figure 2: PCT can integrate with Salesforce, Wealthbox, and RedTail<\/figcaption><\/figure>\n\n\n\n
\"Figure
Figure 3: Enter your Wealthbox Login Info <\/figcaption><\/figure>\n\n\n\n

Then, enter your Wealthbox login info. That\u2019s it!<\/p>\n

Once integrated with Wealthbox, your notes in PCT Pro will match with your client\u2019s information in Wealthbox.<\/p>\n\n\n\n

Here\u2019s how your notes will appear in Wealthbox<\/strong><\/h2>\n\n\n\n

To add a note, click on the 3-dot icon next to a client and enter the information you need to remember (Figure 4). That note will now appear next to the client information in Wealthbox.<\/p>\n\n\n\n

\"Here\u2019s
Here\u2019s how your notes will appear in Wealthbox<\/figcaption><\/figure>\n\n\n\n

Integration and keeping your notes consistent between PCT Pro and Wealthbox will help you maximize both software platforms. It saves you time that is better spent talking to clients.<\/p>\n

Wealthbox<\/a> offers a 30-day trial of its product and free integration from other CRM platforms.<\/p>\n

You can learn more about this integration by watching Yon Perullo\u2019s Webinar with Wealthbox.<\/p>\n

Click HERE to watch the Webinar on PCT Integration.<\/a><\/p>\n

If you have any questions about integration in Portfolio Crash Test Pro, please contact our Client Success Team at clientsuccess@rixtrema.com<\/a><\/p>\n\n\n\n

\"\"<\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"

Our advisor clients asked for it, and we answered: RiXtrema\u2019s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech firm experiencing outstanding growth among financial professionals because of its many time-saving features. With Wealthbox\u2019s success and popularity among our… <\/p>\n

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