Automation-driven Portfolio Management + CRM: A Webinar on the Integration of Wealthbox & Bridge FT – Wealthbox CRM

recorded webinar

Automation-driven Portfolio Management + CRM: A Webinar on the Integration of Wealthbox & Bridge FT

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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