Today, we’re happy to announce that Wealthbox has been selected by American Portfolios as an approved CRM choice for use among their 800+ affiliated advisors across the country. Advisors affiliated with American Portfolios can now use Wealthbox to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients.
“Wealthbox is very intuitive, easy to use, and has a great feature set.”
—Kirk Henderson, Financial Advisor
Founded in 2001, American Portfolios is a full-service broker-dealer with over 360 branch locations throughout the country that provides insurance, retirement, estate, and college planning services.
Kirk Henderson, a financial advisor affiliated with American Portfolios and Wealthbox user said, “Wealthbox is very intuitive, easy to use, and has a great feature set. I’m able to keep all my information perfectly organized and it helps me maximize my productivity.”