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Wealthbox Integration
The integration with Wealthbox provides an opportunity to increase your firm’s efficiency by displaying your Tamarac account details from your clients’ Contact Records in Wealthbox.
With this integration, you can access the following from the Wealthbox Contact Record:
Account details
Holdings
Billing information
Custom fields
You’ll be able to access Tamarac and Wealthbox using single sign-on with your Wealthbox credentials.
For more information, see How Advisors Use Wealthbox + Tamarac to Run a More Efficient Firm (links to an outside website).
The following Tamarac data appears in Wealthbox:
Households
Clients
Holdings
Billing
Positions
Custom Fields
Enrollment in the Wealthbox trading integration requires additional paperwork. For more information, contact Tamarac Account Management at TamaracAM@envestnet.com.
Once enrolled, complete the following steps to set up Wealthbox for Tamarac.
In Tamarac, select your User Profile.
Under Integrations SSO, select Wealthbox.
When prompted, enter your Wealthbox credentials. The integration is now connected.
You must configure the Tamarac settings in Wealthbox before you start seeing the Tamarac data. To configure in Wealthbox, see How do I integrate my Wealthbox CRM account with Tamarac? (links to an outside website).
To directly access Wealthbox from Tamarac:
In Tamarac, select your User Profile.
Under Integrations SSO, select Wealthbox.
In Wealthbox, you will see to the following data from your Tamarac client records:
General account information. View account details including account type, account description, and account address information.
Custom fields. See unique identifiers with Tamarac custom fields in each client’s financial profile.
Positions. View and manage specific holdings within each account.
Billing. View billing details for each account.
