Wealthbox + Turnqey

Modern CRM integrated with cryptoasset data and insights.

Overview

Turnqey is an API platform that delivers comprehensive analytics and insights on cryptoassets. With the Turnqey integration, advisors can seamlessly collect information on client crypto involvement and view key data directly within Wealthbox. This integration equips advisors with greater visibility into an increasingly important asset class, without ever leaving Wealthbox.

Key Features

• ⁠View cryptoasset balances and positions directly in Wealthbox contact records
• ⁠Client Crypto Discovery to identify which clients hold crypto
• ⁠Exchange account connection for real-time portfolio data
• ⁠Onchain wallet connection for non-custodial holdings
• ⁠Monthly automated data updates

Pricing

• First 5 connected sources FREE for adviser firms
• ⁠Exchange account connection: $12/year per account
• ⁠Onchain wallet connection: $24/year per wallet

How to Set Up

Step 1: Authorization

1.⁠ ⁠Go to the activation page

2.⁠ ⁠Click "Connect"

3.⁠ ⁠Authenticate through Wealthbox by clicking "Authorize"

4.⁠ ⁠Receive confirmation of successful connection

Step 2: Wealthbox Configuration

1.⁠ ⁠Verify Turnqey Labs appears in Settings > Authorized Applications

2.⁠ ⁠Create custom field "Crypto Information" via Settings > Customizations > Custom Fields

3.⁠ ⁠Use "Send To" button on client profiles to initiate Turnqey workflows

Get started with Wealthbox here.

If you are already a Wealthbox user, seamlessly integrate with Turnqey.

For support, contact support@turnqey.xyz