Wealthbox is excited to announce an integration with Milemarker, a leading provider of data, workflow analytics, and content management solutions for financial services firms. The integration between is designed to simplify data management, enhance efficiency, and improve accessibility for financial advisory firms. Firms with an existing data warehouse can seamlessly connect it to Wealthbox, ensuring secure and efficient data flow. For those without a warehouse, Milemarker provides a complete solution by setting up and maintaining a data warehouse, including establishing all necessary data connections.

Join us for a live webinar on Wednesday, December 18 at 2:00 PM ET to learn more about the integration between Wealthbox + Milemarker.

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                                     Jud Mackrill, CMO & Co-founder at Milemarker

   “ The integration of CRM data plays a crucial role in enhancing efficiency for financial advisors, and we’re excited to collaborate with Wealthbox,” said Jud Mackrill, CMO & Co-founder at Milemarker. “Wealthbox’s advanced CRM technology aligns perfectly with our vision to deliver seamless, data-driven solutions.”

                                             

        Charlie Fargo, Head of Product Partnerships at Wealthbox

“We’re thrilled to partner with Milemarker to provide our customers with enhanced data management and workflow solutions,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This integration is another step in our commitment to enabling advisors with innovative tools for managing their businesses efficiently.”

                  How it works

The integration between Wealthbox and Milemarker allows firms to extract data from Wealthbox, enabling comprehensive reporting and analytics across key performance metrics. Data from various systems, such as portfolio accounting tools, can automatically update Wealthbox records, ensuring consistency and accuracy across platforms. Advisors can also create dynamic scorecards using KPIs to track and improve performance effectively.

With single sign-on capabilities, users can securely log in to Wealthbox from connected applications, offering quick and easy access to relevant client information. Workflows are further streamlined by auto-populating data from primary sources, saving time, reducing errors, and increasing productivity. By combining real-time data accessibility with seamless login functionality, the Milemarker and Wealthbox integration empowers advisors and their teams to focus on delivering outstanding client service while optimizing their operations.

                    Learn more

  – Integration Page: Learn more on the Milemarker + Wealthbox integration page and share with coworkers.

  – Help Center: Ready to use now? Enable the Milemarker integration with easy instructions.

Join us for a live webinar on Wednesday, December 18 at 2:00 PM ET to learn more about the integration between Wealthbox + Milemarker.

                                                   Sign Up Now!