Wealth.com
Overview
Automatically pull and send client data to Wealth.com.
What you need
- An active Feathery account and form
- An active Wealth.com account
Background
Wealth.com is a digital wealth management platform designed to help users manage their financial futures more effectively. It provides a suite of tools for financial planning, investment management, and estate planning, aimed at both individual investors and financial advisors.
Benefits
Using Wealth.com offers several benefits for individuals and financial advisors:
- Holistic Financial Planning: The platform provides tools for comprehensive financial planning, covering retirement, investments, and estate planning in one place.
- Investment Tracking: Users can monitor and manage their investment portfolios easily, gaining insights into performance and asset allocation.
- Estate Planning Tools: Wealth.com simplifies the estate planning process, helping users organize their assets and make informed decisions about their legacy.
- User-Friendly Interface: The intuitive design makes it accessible for users of all experience levels, enhancing the overall user experience.
- Advisor Collaboration: Users can work directly with financial advisors on the platform, facilitating real-time communication and strategy adjustments.
- Educational Resources: The platform offers valuable content to enhance users’ financial literacy, helping them make informed decisions.
- Customizable Dashboards: Users can tailor their dashboards to focus on what matters most to them, making it easier to track their financial goals.
- Security and Privacy: Wealth.com prioritizes data security, ensuring that sensitive financial information is protected.
Overall, Wealth.com aims to empower users to take control of their financial futures by providing the tools and resources needed for effective wealth management.
How to set up
Navigate to the Feathery form that you want to connect to Wealth.com. Click on the Integrations tab.
.svg)
Open the Wealth.com integration and choose the Feathery form event to trigger the Wealth.com action. Your options are when a step is loaded or submitted, a field value is changed, or the form runs into an error.
.svg)
Authorize and connect your Wealth.com account.
.svg)
Choose which Wealth.com records you'd like your Feathery fields to map to and whether they should be pulled, created, or updated.
.svg)
Click Connect. Your integration is now live and ready to go!
.svg)
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
.svg)
