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Modern CRM integrated with an investor experience platform for the win!

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Overview

Indyfin is the investor experience platform that is redefining the way consumers find, research, review, and interact with financial advisors. With this integration, advisors can gather client feedback, ratings, and reviews to manage in Wealthbox.

Webinar Recording

Advisor-Investor Matching + CRM: A webinar on the integration of Indyfin + Wealthbox

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Resources

Blog Post

“The SEC’s new marketing rule opens the door for online client testimonials, reviews, and ratings, and feedback is the start of that journey. This integration will dramatically decrease the time it takes for Wealthbox advisors to start gathering feedback from clients.”

Akshay Singh

Founder, Indyfin