Transcript
In today's training, I will be walking you through how to import from the Wealthbox to Voyant integration.
Once you have requested the Wealthbox integration to be turned on in your Voyant software, which you can do by emailing us at support@planwithvoyant.com, you will go to your homepage or your Client List page.
Next, click the plus button in the bottom right-hand corner, and you'll see the Import Client option. In the available integrations list, select the Wealthbox integration.
You will then be prompted to enter your Wealthbox login information. Once entered, click Log into Wealthbox. This will connect the two software platforms.
After connecting, search for the client you want to bring in. You will have two options:
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Connect to an existing Voyant client record, or
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Create a new client record.
Once you have chosen one of these options, review and confirm that all the information is correct. You can make edits as needed, then click Done to save. This will open the client in Voyant.
The Wealthbox integration will pull in your client’s demographic information from Wealthbox. From here, you can start entering additional information into the Voyant plan via the plus button in the bottom right-hand corner. You can add income, investments, retirement accounts, and any other relevant details.