Simplified Financial Planning + CRM: A Webinar on the Integration of RightCapital and Wealthbox

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Join us for this live webinar to see how to sync household contact info from Wealthbox into RightCapital, and learn more about the new Single Sign-On (SSO) enhancement.


“We're excited to launch this expanded integration with Wealthbox to bring RightCapital Notes and Tasks directly into the Wealthbox platform.”

Dain Runestad

SVP, Product at RightCapital

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