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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.
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“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.