Join to learn about Wealthbox and various partner integrations.
Portfolio Management + CRM: A Webinar on the Integration of Panoramix & Wealthbox
Tuesday, December 10, @ 2:00 PM ET
Through this integration, advisors can automatically sync demographic data, contact information, and client notes between the two systems. Data synchronization through this integration is available at the client level as well as across the entire business so that advisors can... more