We’re very pleased to announce that Tolerisk has completed an integration with Wealthbox!
With the integration in place, Tolerisk users will be able to easily import their Wealthbox clients and prospects into Tolerisk and send important information about their assessments back to Wealthbox seamlessly. This workflow enhances the Advisor’s process to document information captured in Tolerisk, and reduces the amount of manual entry.
Wealthbox has also joined the Tolerisk Partnership Program. This means Wealthbox users now get a special discount off all Tolerisk subscriptions. See your Wealthbox representative for details.
Tolerisk continues to work to develop meaningful integrations with partners across the FinTech spectrum. Keep an eye out for more announcements in the future.