Wealthbox and Envestnet Link Up to Streamline Investment Management for Advisors

In a move set to streamline how financial advisors juggle CRM and portfolio management, Wealthbox has launched a new integration with Envestnet, one of the most widely used investment platforms in the wealth management space. The result? A unified experience that blends client relationship management with real-time investment workflows—all without ever leaving the CRM.

The integration brings key Envestnet functionality directly into Wealthbox, allowing advisors to view account and position data, initiate investment proposals, and toggle between platforms using single sign-on (SSO). For busy advisors already drowning in logins and screens, this is one fewer window—and one giant leap toward workflow efficiency.

“By combining CRM workflows with investment management tools, we’re making it easier than ever for advisors to access critical financial data, initiate proposals, and serve their clients seamlessly,” said James Byers, Product Manager at Wealthbox.

Less Clicking, More Advising

With the new Investments tab in Wealthbox, advisors can now access Envestnet account and position details alongside core client data. That means no more toggling between platforms just to double-check balances or investment allocations. When deeper portfolio details are needed, SSO enables a one-click jump to the corresponding client record in Envestnet—context preserved.

It’s a small UX win with a big impact: reduced friction and faster access to investment insights in a business where time and trust are everything.

Proposal Generation Gets a Turbo Boost

The most powerful aspect of the integration may be the proposal workflow. Advisors can now start a proposal in Wealthbox and continue the process in Envestnet. If the client isn’t already in Envestnet, Wealthbox will automatically create a new household and sync it, eliminating duplicate data entry and reducing the chance for error.

This kind of CRM-to-portfolio initiation pipeline is something advisors have long asked for—and Wealthbox and Envestnet have delivered a clean, intuitive experience that feels native to both platforms.

“We’re helping advisors deliver more personalized advice at scale,” said Stephen Mennella, Head of Product Management – Strategic Integrations at Envestnet. “The integration brings our proposal generation and account aggregation capabilities closer to where advisors already work.”

Context: CRM + Investment Stack Is the Future

The move reflects a broader trend in wealthtech: deep integrations across advisor platforms that reduce reliance on siloed tools. As client expectations increase and hybrid advice models become the norm, advisors need their tools to work together seamlessly.

This Wealthbox-Envestnet tie-up mirrors similar moves by CRM and portfolio tech leaders—think Redtail’s integrations with Orion or Salesforce’s fintech playbooks—but with a twist: Wealthbox keeps it simple and tightly focused, aiming for usability over complexity.

For Envestnet, this partnership extends its reach deeper into the advisor workflow, beyond just portfolio management and into daily client engagement. For Wealthbox, it’s another feather in the cap of a CRM that continues to punch above its weight in innovation.

The new Wealthbox-Envestnet integration isn’t just about convenience—it’s about creating an advisor-centric experience where CRM and investment decisions coexist in real time. Fewer clicks, fewer errors, faster proposals—this is what modern wealth management workflows are supposed to look like.

Advisors looking to tighten up their tech stack without sacrificing power now have one more reason to take a closer look at both platforms.