The Andes/Wealthbox integration streamlines the workflows for clients of both platforms, to reduce/eliminate the need for double data entry, saving time and reducing errors.


When advisors perform risk and behavioral profiling for their clients in the Andes platform, the results can be automatically sent to Wealthbox.


Wealthbox CRM integrates with Andes, providing users the ability to:


1. Bring clients' data (names, DOB, email address) from Wealthbox to Andes. Once the integration is set up, the nightly batch will bring client data from Wealthbox to Andes. The data sync can also be triggered on-demand.

  • If you have new contacts, you can add this in Wealthbox and the nightly batch will automatically bring it to Andes so you don't have to manually re-enter data. This reduces errors and saves time.

2. When the investor takes the risk tolerance test, whether using a link sent by the advisor or doing it together with the advisor, the result is automatically sent to a custom field in Wealthbox.

  • You will need to set up the custom field ahead of time and inform Andes so Andes will set up the mapping. 


3. When the investor does behavioral profiling, the Behavioral Risk Index, a single number from 0-10 that captures the investor’s tendency to panic and make irrational investment decisions, will be sent to Wealthbox through a tag called “Behavioral_Risk_GREEN/YELLOW/RED”, where GREEN indicating low behavioral risk, YELLOW indicating some behavioral risk, and RED indicating high behavioral risk. Investors with high behavioral risk need more hand-holding and advisors should consider reaching out to them first during market turmoil.


Setting Up the Wealthbox Integration with Andes


To connect Andes with Wealthbox, follow these steps:


    1. Log in to Andes.

    2. Go to the Integration tab in the top right corner and select Integration Setup > Wealthbox.


    3. Click Connect and enter your Wealthbox login credentials.





  

  4. After logging in, you'll be redirected back to Andes, confirming the integration setup is complete.


After setting up the integration, a nightly batch process will import client data from Wealthbox into Andes. You can also manually trigger a data sync by clicking “Sync Now,” or simply wait for the automatic daily batch.







   





Frequently Asked Questions (FAQs)


    1. Where can I find the Behavioral Risk and Risk Tolerance in Wealthbox?

  • Behavioral Risk Index appears as a tag.
  • The Risk Tolerance can be a custom field in Wealthbox. You will need to set up the custom field ahead of time and inform Andes so Andes can set up the mapping. 






    2. How can I confirm that my Wealthbox contacts have successfully synced with Andes?


The Households and Investor Profiles page includes a 'Wealthbox' column that shows whether the household or investor records originate from Wealthbox. A green checkmark icon indicates that they are imported from Wealthbox.


   



  • To improve efficiency, you can hide other columns to display the Wealthbox column with name.




If you need additional integration points, please contact support@andesrisk.io, or your Andes contact.