Recorded Webinar
Integration Demos

Advisor-Investor Matching + CRM: A webinar on the integration of Indyfin + Wealthbox

ABOUT THIS WEBINAR

Join us for this live webinar to discover how Indyfin’s custom integration can seamlessly import Wealthbox clients into Indyfin’s client feedback workflow to streamline the process of gathering client assessments of their advisors.

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.