Integrations /Document Storage

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Modern CRM integrated with the content cloud for simplified work.

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Overview

Box develops and markets cloud-based content management, collaboration, and file sharing tools for businesses. The integration with Wealthbox allows advisors to easily access client files in Box via contact record pages in Wealthbox.

Attach files to client records from Box.

Resources

Help Center Article

“Wealthbox and Box work together beautifully to help financial advisors get work done.”

Steve Carroll

Head of Product, Wealthbox

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