Get started with Wealthbox + Strety
Modern CRM integrated with the all-in-one EOS platform.
Modern CRM integrated with the all-in-one EOS platform.
Overview
Strety is a platform designed to help businesses operate on the Entrepreneurial Operating System® (EOS®). Strety brings people, playbooks, performance, and projects into one centralized workspace, enabling teams to stay focused, aligned, and accountable. With the Strety integration, advisors can connect their To-Dos to Wealthbox Tasks, creating a seamless link between EOS-driven operational goals and day-to-day client management.
Easily sync Strety To Dos with Wealthbox Tasks for a seamless EOS workflow.“The Wealthbox integration was a no-brainer for us — it makes it even easier for advisors to run their business on EOS seamlessly within the tools they already use and love.”
Brian Dosal
CEO & Cofounder of Strety
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