Valmark Securities Partners with Wealthbox CRM | Wealthbox CRM

Blog/ Product

Valmark Securities Partners with Wealthbox CRM

May 1, 2020

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.

Stay updated. Get the Wealthbox newsletter.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo