Upcoming Webinars
Join to learn about Wealthbox and various partner integrations.
upcoming webinar
Automation-driven Portfolio Management + CRM: A Webinar on the Integration of Wealthbox & Bridge FT
Thursday, August 27, @ 2:00 PM ET
This Wealthbox integration ties in key client notes, tasks, events, and demographics with the updated account information and client deliverables in Atlas, Bridge’s efficient and automated flagship software. Learn more about this integration at our live webinar.
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