Articles in this section

See more

Wealthbox CRM: How to Integrate

Avatar
Riskalyze Customer Care
  • Updated

Your Riskalyze and Wealthbox accounts can now be integrated, allowing you to view a client's Riskalyze profile within Wealthbox. 

Wealthbox CRM integrates with Riskalyze, allowing users to:

  • View Riskalyze Client portfolios and retirement information on the Wealthbox Contact Record Page.
  •  Open the Riskalyze Client profile with one click. 
  • View Risk Scores for the Current and Proposed portfolios, and the client's personal Risk Number on their Wealthbox contact record.

2_Wealthbox_CRM_How_to_Integrate.png

Setting up the Integration 

In order to enable Riskalyze in Wealthbox, you will need to log in using your Riskalyze login credentials. The following steps will help you do so:

1. Log in to Wealthbox and navigate to Personal Settings -> Riskalyze:
3_Wealthbox_CRM_How_to_Integrate.png

4_Wealthbox_CRM_How_to_Integrate.png

2. Click the Connect Riskalyze button, then enter your Riskalyze login credentials to proceed:

5_Wealthbox_CRM_How_to_Integrate.png

6_Wealthbox_CRM_How_to_Integrate.png

3. Complete the connection by clicking Yes, I authorize this request:

7_Wealthbox_CRM_How_to_Integrate.png

You will be taken back to Wealthbox CRM, and the integration is now complete.

Where can I find my client’s Riskalyze data?

The Riskalyze data will now appear as a tab on the Contact Record Page in Wealthbox.

8_Wealthbox_CRM_How_to_Integrate.png

Connecting Riskalyze Clients with Wealthbox 

Wealthbox CRM searches Riskalyze Clients by a contact’s last name and email address. If you’re not seeing any data in Wealthbox for a contact that exists in Riskalyze, make sure that:

  • The last name of your Wealthbox Contact exactly matches the last name of the Riskalyze Client.
  • The email address of your Wealthbox Contact exactly matches the email address of the Riskalyze Client.