Today we’re delighted to announce that Wealthbox has been selected by Valmark Securities, Inc. as an approved CRM choice for use among their 400+ affiliated advisors across the nation. Advisors affiliated with Valmark can now use Wealthbox to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients.
“The collaborative features, ease of use, and technology integrations are incredible. We are happy to make Wealthbox available to our advisors as a solution in the CRM space.”
—Jessica Rorar, CFP, Director, Information & Financial Technology, Valmark Securities
About Valmark Securities
Founded in 1963, Valmark Securities, Inc. is a national, independent broker-dealer that specializes in providing equity, investment advisory, risk management, qualified retirement plan products and services, and holistic financial planning services.