When you’re working to help clients achieve financial success, having insights related to their financial psychology is crucial. We’re delighted to share that you can now have behavioral insights from DataPoints integrated into Wealthbox.
Now advisors who use DataPoints have client money-related attitudes, personality, and psychological risk tolerance assessment results as notes inside Wealthbox. Our integration also sends new leads from any of the DataPoints Engage assessments into Wealthbox as a new contact.
Thank you to the team at Wealthbox for helping DataPoints with its first direct CRM integration.