Wealthbox + Box

Modern CRM integrated with the content cloud for simplified work.

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.


Resources

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

Steve Carroll, Head of Product, Wealthbox

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