A New Wealthbox Partnership
Today Wealthbox is pleased to announce a partnership with the Alliance of Comprehensive Planners, also known as ACP. With deep roots in the fee-only financial planning community dating back to 1995, ACP is a community of financial planners working toward individual and common goals.
Wealthbox is now available for use by ACP members, and ACP will soon take advantage of Wealthbox’s workflow publishing system. Custom ACP-specific Advisor Desk Reference (ADR) templates will be shared into members’ Wealthbox accounts to standardize and streamline business processes.
Joanne Warren, Executive Director of Alliance of Comprehensive Planners said, “The ACP team is very excited to publish our workflows in Wealthbox. Our advisor members will now have the benefit of standardizing these workflows in Wealthbox CRM to enhance the services they provide to their clients. We are very happy to partner with Wealthbox.”
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