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Overview
Amplify is an award-winning wealth management operating platform. We streamline and automate the work that runs your firm: client onboarding, account maintenance, investment proposal generation, trading and rebalancing, performance reporting, and your client portal. What our clients tell us most often: we help them scale the business without adding headcount or complexity.
When Wealthbox connects to your Amplify platform, the CRM data your advisors have captured there flows everywhere it needs to go: onboarding, proposals, trading, reporting, the portal. Enter it once; it works everywhere.
Upcoming webinar
“Why is the Wealthbox integration in Amplify differentiated? The Wealthbox integration flows customer data at the moment of truth across the customer journey.”
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