Get started with Wealthbox + Annuities Genius

We’re excited to help you get started with Wealthbox and Annuities Genius, combining the power of a modern CRM with industry-leading annuity illustration software to streamline your workflow!

You need to be logged into the Annuities system in order to import your clients.

Let's get started:

On your dashboard, the Wealthbox logo (W) is displayed. Hovering over the logo will reveal the option "Import from Wealthbox."

Next, log in to your Wealthbox account and start the import process.

https://api.crmworkspace.com/users/login

Afterward, you may select the clients to import and proceed. Subsequently, you can return to the Annuities Genius Client Management System and verify whether the clients were successfully imported. Alternatively, you may click the following link to review the imported clients: https://app.annuitiesgenius.com/crm/clients

If you have any questions or concerns, please contact our support team.