How to Configure Wealthbox

Introduction: This integration guide describes how the Wealthbox CRM platform is integrated with the Docupace document management system.

Audience: Business Analysts and Administrators who need to connect Wealthbox to Docupace. Users who use both systems to keep track of client interactions.

Functionality: Wealthbox is a customer relationship management platform for financial advisors that offers a simple, social, and collaborative environment to connect wealth management businesses with their clients, prospects, and staff. Once these systems are integrated, your employees will be able to open Docupace from the Wealthbox system, in order to create new Client Folders and Accounts for ongoing business.