Integrations /Financial Planning
Modern CRM integrated with visual financial planning software to see the big picture.
Asset-Map is used by financial advisors to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals. The integration with Wealthbox allows advisors to quickly build out household visuals within Asset-Map using Wealthbox contacts.
“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”
Founder and CEO of Asset-Map
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