Integrations /Document Storage
Get started with Wealthbox + Box
Modern CRM integrated with the content cloud for simplified work.
Integrations /Document Storage
Modern CRM integrated with the content cloud for simplified work.
Overview
Box develops and markets cloud-based content management, collaboration, and file sharing tools for businesses. The integration with Wealthbox allows advisors to easily access client files in Box via contact record pages in Wealthbox.
Attach files to client records from Box.Resources
“Wealthbox and Box work together beautifully to help financial advisors get work done.”
Steve Carroll
Head of Product, Wealthbox
Ready to try? Start your 14-day free trial now. Or schedule a demo.
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