Integrations /Document Storage
Modern CRM integrated with the content cloud for simplified work.
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.
“Wealthbox and Box work together beautifully to help financial advisors get work done.”
Head of Product, Wealthbox
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