The Wealthbox integration allows you to bring your Wealthbox contacts into Waterlily more efficiently and have details from your Waterlily LTC plan appear within Wealthbox as an activity note.
With this integration, you can invite Wealthbox contacts directly to Waterlily without manually entering their information. If a client already exists in Waterlily, you can link that Wealthbox contact to the existing Waterlily client instead of creating a duplicate record. Once linked, key details from the client’s Waterlily LTC plan can appear within Wealthbox.
This is especially useful for advisors who already manage their client relationships in Wealthbox and want a smoother workflow between both platforms.
Before you begin
To use this feature, you will need:
An active Wealthbox account
Your Wealthbox login credentials
Access to the Integrations page in Waterlily
Note: You may be asked to log in to Wealthbox during setup if you are not already logged in.
Connect your Wealthbox account
To start using the Wealthbox integration, you first need to connect your Wealthbox account to Waterlily.
Step 1: Open the Integrations page
From the left-side menu, click Integrations.
Step 2: Select Wealthbox
On the Integrations page, locate Wealthbox and click Connect.
Step 3: Log in to Wealthbox if prompted
If you are not already logged in to Wealthbox, you will be redirected to the main Wealthbox login page to enter your credentials.
If you are already logged in to Wealthbox, you will be taken directly to the permissions page instead.
Step 4: Authorize access
On the permissions page, review the access request and click Authorize to continue connecting Wealthbox to Waterlily.
Note: If you are already logged in to Wealthbox, you may not be asked to log in again.
View and organize your Wealthbox contacts
After connecting your account, you will be able to view your synced contacts from the Wealthbox Contacts page.
From there, you can review your contacts and choose whether to invite them to Waterlily or link them to an existing Waterlily client.
Invite Wealthbox contacts to Waterlily
Once your contacts have synced, you can invite them directly from the Wealthbox Contacts page.
Before inviting, note that the Invite button will remain disabled until you select at least one contact from the contact table.
Send a single invitation
If you select one contact, Waterlily will open the single-client invite flow.
The selected client’s information will automatically populate in the invitation form, including their name and email address. From there, you can review the message, make edits if needed, and send the invitation.
Steps to send a single invite
Select one contact from the Wealthbox Contacts table.
Click Invite.
Review the pre-filled client information.
Review or edit the email template.
Click Send invitation.
Note:
The single invite flow is triggered automatically when only one contact is selected.
When you invite a single client from Wealthbox, that contact is automatically linked to the newly created Waterlily client. You do not need to manually link them afterward.
Send multiple invitations
If you select multiple contacts, Waterlily will automatically switch to the Invite Multiple Clients flow.
In this view, the selected contacts’ email addresses will already be added for you. You can review the list, update the email template if needed, complete the compliance acknowledgment, and send the invitations.
Steps to send multiple invites
Select multiple contacts from the Wealthbox Contacts table.
Click Invite.
Confirm that the correct client emails have been auto-filled.
Review or edit the email template.
Complete the compliance acknowledgment if prompted.
Click Send invitations.
Note:
The multi-client invite flow is triggered automatically when more than one contact is selected.
When you invite multiple clients from Wealthbox, each invited contact is automatically linked to their corresponding Waterlily client. You do not need to manually link them afterward.
Tip: This is the fastest way to invite several Wealthbox contacts into Waterlily at once without manually entering each email.
Link a Wealthbox contact to an existing Waterlily client
If a client is already in Waterlily, you do not need to invite them again. Instead, you can link the Wealthbox contact to that existing Waterlily client.
This helps prevent duplicate records and makes it easier to keep client information organized across both systems.
When to use Link instead of Invite
Use Link when the client already has an existing Waterlily profile and you want to connect that existing profile to their Wealthbox contact.
If you are inviting a new client from Wealthbox, the contact will be linked automatically after the invitation is sent, so no separate manual linking is needed.
Step 1: Find the contact you want to link
On the Wealthbox Contacts page, locate the Wealthbox contact you want to connect.
Step 2: Click Link
In the Actions column, click Link.
Step 3: Search for the matching Waterlily client
In the Link Contact window, search for the existing Waterlily client you want to match.
Step 4: Confirm the link
Select the correct client, then click Link.
View synced Waterlily information in Wealthbox
After a Wealthbox contact has been linked to a Waterlily client, you can view Waterlily information from inside Wealthbox.
Open the client’s Wealthbox profile, then navigate to the Activity tab.
There, you will see Waterlily information synced into the client’s Wealthbox profile as a note.
The note may include information such as:
Likelihood of LTC
Start age
LTC duration
Total cost of LTC in the future
Update the Waterlily note if needed
If you want to add more information or make changes, you can edit the note directly in Wealthbox.
Best practices
Use Invite when the Wealthbox contact is not yet in Waterlily.
Use Link when the client already has an existing Waterlily record and you want to connect the Wealthbox contact to that profile.
Review your selected contacts before sending invitations, especially when using the multi-client invite flow.
If prompted to log in during setup, complete the Wealthbox login first, then continue authorizing access.
To review or update synced information later, check the client’s Activity tab in Wealthbox.
Troubleshooting tips
The Invite button is grayed out
Make sure you have selected at least one contact from the Wealthbox Contacts table.
I only want to invite one client
Select only one contact. Waterlily will automatically open the single-client invite flow.
I want to invite several clients at once
Select multiple contacts before clicking Invite. Waterlily will automatically open the multi-client invite flow.
A client is already in Waterlily
Use Link instead of sending a new invitation so you do not create a duplicate client record.
I was redirected to a Wealthbox login page
This means you were not already logged in to Wealthbox. Log in, then continue the setup flow.
Do I need to link a client after inviting them from Wealthbox?
No. If you invite a client from Wealthbox, Waterlily will automatically link that Wealthbox contact to the created Waterlily client for you.
This integration is currently in early access beta testing. If you do not already have access, please contact hello@joinwaterlily.com to request it.