Wealthbox is excited to announce an integration with Turnqey, 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.

Join us for a live webinar on Thursday, May 15th at 2:00 PM ET to learn more about the integration between Turnqey + Wealthbox.

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Tyrone V. Ross Jr., CEO at Turnqey Labs, Inc

“Turnqey’s partnership with Wealthbox is a direct result of solving my own problems as an advisor focused on cryptoassets,” said Tyrone Ross Jr., CEO at Turnqey Labs, Inc. “Our Wealthbox integration allows advisors to improve their cryptoasset practice management and improve client outcomes in this new and novel asset class.”

“We’re thrilled to partner with Turnqey to bring cryptoasset visibility directly into Wealthbox,” said John Rourke, CEO and Co-founder of Wealthbox. “This integration gives advisors a streamlined way to collect and view crypto data—enabling them to deliver more complete, informed advice to their clients.”

Charlie Fargo, CEO and Co-founder of Wealthbox

How it works

With the Turnqey integration, advisors can use the Send-To function in Wealthbox to email clients and gather cryptoasset data.

Advisors can also access data from clients’ linked Turnqey accounts, which is automatically populated in Wealthbox custom fields. This includes real-time visibility into balances, positions, and account-level crypto holdings—helping advisors provide more comprehensive financial guidance.

Learn more

Join us for a live webinar on Thursday, May 15th at 2:00 PM ET to learn more about the integration between Turnqey + Wealthbox.

Sign Up Now!