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Wealthbox + Turnqey

Turnqey integrates with Wealthbox so advisers can collect and view client cryptoasset information from inside their CRM workflow.

Overview

The Wealthbox integration helps advisers identify which clients hold crypto, collect account and wallet information, and view cryptoasset data in Wealthbox contact records.

Turnqey adds cryptoasset visibility without requiring advisers to leave Wealthbox for the core client discovery workflow.

Key features
  • View cryptoasset balances and positions in Wealthbox contact records
  • Run Client Crypto Discovery to identify clients with crypto exposure
  • Connect exchange accounts for portfolio data
  • Connect on-chain wallets for non-custodial holdings
  • Receive monthly automated data updates

Pricing
  • First 5 connected sources free for adviser firms
  • Exchange account connection: $12/year per account
  • On-chain wallet connection: $24/year per wallet

How to set up

Step 1: Authorize Wealthbox
  1. Go to the activation page.
  2. Click Connect.
  3. Authenticate through Wealthbox.
  4. Click Authorize.
  5. Confirm the connection was successful.

Step 2: Configure Wealthbox
  1. Go to Settings > Authorized Applications and verify that Turnqey Labs appears.
  2. Go to Settings > Customizations > Custom Fields.
  3. Create a custom field called Crypto Information.
  4. Use the Send To button on client profiles to start Turnqey workflows.

Get started

Wealthbox integration page:

Turnqey activation page:

Support

For integration support, contact: