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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.
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“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.”
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