Wealthbox + Corporate Merch

Corporate Merch specializes in small-order, high-quality, branded gifts, with products ranging from custom embroidered apparel to full-color tech items and laser-engraved drinkware. The Corporate Merch integration enables advisors to sync their contact data from Wealthbox into the Corporate Merch platform. This will then update the Contact Record in Wealthbox with the gift details, giving advisors a simple and effective way to build client relationships.