What you can do with Wealthbox on GeoMaps
- Plot every record on an interactive map — geocoded automatically.
- Filter by any field and save the views you come back to.
- Layer on routes, heatmaps, territories and demographic data.
- Keep your map in sync as your CRM data changes.
Why map your Wealthbox data
Wealthbox keeps your households and contacts in order, but a list of addresses never shows you where your business actually is. Connect Wealthbox to GeoMaps and every record is geocoded and placed on an interactive map automatically — ready to filter, route, theme and share, with no spreadsheets of latitude and longitude and no GIS expertise required.
Advisors can see where client households cluster, plan in-person reviews in one trip and pick event venues close to the clients who matter most.
Once your Wealthbox data is on the map you can plan optimized routes, build heatmaps, territories and drive-time areas, and explore real examples in the sales mapping gallery.
How to connect Wealthbox
Create a free account
Sign up for GeoMaps — no credit card required.
Connect Wealthbox
Choose Wealthbox from the data sources and authorize the connection.
Pick the records to map
Select the objects you want and GeoMaps geocodes and plots them instantly.
Wealthbox mapping FAQ
- How do I put Wealthbox households and contacts on a map?
- Connect Wealthbox to GeoMaps in a couple of clicks, pick the records you want, and GeoMaps geocodes every address and plots it on an interactive map — you don't need a column of coordinates or any mapping software.
- Does GeoMaps keep my Wealthbox map up to date?
- Yes — GeoMaps refreshes from Wealthbox so the map reflects new and updated households and contacts without manual exports.
- Can I filter and segment the Wealthbox map?
- Yes. Filter by any field from Wealthbox, save the views you use most, and layer on routes, drive-time areas, heatmaps and territories so the map becomes something your team can act on — not just look at.
- Is there a free way to map Wealthbox data?
- Yes. GeoMaps is free for up to 1,000 locations with no credit card, so you can map and share your Wealthbox data before deciding whether to upgrade.
