Connecting your CRM and portfolio system
Worthune does not replace your CRM or portfolio system. Their identifiers become the household's import key and advisor reference, their exports become the import and the updates, and the notifications Worthune sends let them react when a plan changes. No connector to install, and nothing to migrate away from.
Last reviewed . For the exact calls behind each step, see the developer docs.
Your CRM
Use the CRM's household or client identifier as the import key. It makes re-runs safe and lets your team look up a household in either system by the same id. Put the advisor's identifier in the advisor reference, so rollups by advisor work from the first import and a change of advisor is one field.
When Worthune records a decision or flags a stale plan, the notification carries the household's id, so a small job on your side can write a task or a note back into the CRM.
Your portfolio management system
The portfolio system is usually the source of balances. Its scheduled export, reduced to what changed, becomes the nightly update. Account types in the export map to the tax types the planning engine needs, and that mapping is written once.
The portfolio system keeps the holdings and the trades. Worthune keeps the balances by account and the plan built on them, and never asks for the rest.
Your custodian
Custodian data reaches Worthune the way it reaches you today: through your aggregator or your portfolio system. Worthune holds no custodian credentials and makes no custodian calls.
A typical setup
- 01Export the book from the CRM with its household ids and advisor ids, and the balances from the portfolio system, and join them on the client.
- 02Map the joined file once and import it with a dry run first.
- 03Schedule a nightly job that sends balance changes as updates.
- 04Point the notifications at a small receiver that writes tasks or notes into the CRM.
- 05Give advisors the dashboard and clients the portal, both under your brand.
Questions
Common questions
- Is there a ready-made connector for our CRM or portfolio system?
- Not today. The integration is a mapping plus a scheduled job, which most teams complete in days, and the mapping can be drafted for you from sample rows. Named connectors are built when customers ask for them.
- Which system is the source of truth?
- Yours, for identity and holdings. Worthune is the source of truth for the plan: the household as the engine last saw it, every projection and decision, and the record that shows where each number came from.
Something not covered here? Write to support@worthune.com.