NEW YORK--(BUSINESS WIRE)--Wealthbox CRM, a web-and-mobile CRM service for financial advisors, and Advizr, a financial planning software provider and FPPad’s 2015 Best Client Facing Technology winner, today announced an integration to allow the exchange of client data between the applications, allowing greater efficiency for financial advisors. Financial advisors using Wealthbox and Advizr technologies will also have single sign-on capability, and users can choose to send client data from Wealthbox CRM to Advizr on a case-by-case basis or import all of their existing client data with the click of a button.
"We are thrilled to be integrating with our friends at Wealthbox. John and team have a proven track record, having built several successful CRM businesses in the last few years. We believe Advizr and Wealthbox will greatly enhance the overall experience for our joint advisor base." says Hussain Zaidi, CEO of Advizr.
John Rourke, CEO of New York City-based Starburst Labs, the makers of Wealthbox , said, “Advizr and Wealthbox share a modern design sensibility in our respective products so this integration is a natural fit. We’re happy to enable it and honored to be the first CRM technology that Advizr chose to integrate with via the Wealthbox API.”
This integration will benefit the burgeoning customer bases of Advizr and Wealthbox, including larger buyers like the XY Planning Network, a fast-growing organization of fee-only financial advisors that specializes in Gen X and Gen Y customers.
“Advizr and Wealthbox CRM are two of the most favored and adopted technologies by XYPN members and this time-saving integration will add even more value to our stack of preferred technology offerings for our advisors,” said Alan Moore, co-founder of XY Planning Network.
Advizr and Wealthbox CRM will host a webinar on Thursday, June 30th at 4PM ET where they’ll be showcasing their new integration. To register, please sign up here for this webinar.
About Wealthbox CRM | Starburst Labs, Inc.
Wealthbox CRM is the flagship product of Starburst Labs, Inc., headquartered in New York City. Starburst Labs is creating a suite of wealth management technology products, including Wealthbase and InvestorSay, that compliantly connects financial advisors with investors. Wealthbox CRM was launched in 2014 and has grown quickly among financial advisors due to its modern design, intuitive user-experience, and collaborative set of features that results in high user-adoption rates within advisory firms.
Advizr, based in New York, NY, is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth. To learn more about Advizr, please visit www.advizr.com.