Join to learn about Wealthbox and various partner integrations.
Plan Prospecting Software + CRM: A Webinar on the Integration of RiXtrema & Wealthbox
Thursday, February 27, @ 2:00 PM ET
This integration allows you to store crucial client and prospect data from 3 of RiXtrema’s products in Wealthbox and generate leads. Join us for this live webinar to learn more about these products and their integration with Wealthbox.
Automation-driven Portfolio Management + CRM: A Webinar on the Integration of Wealthbox & Bridge FT
Thursday, March 5, @ 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.