Estate and Legacy Planning + CRM: A Webinar on the Integration of Yourefolio & Wealthbox – Wealthbox CRM

recorded webinar

Estate and Legacy Planning + CRM: A Webinar on the Integration of Yourefolio & Wealthbox

In this integration, advisors can easily transfer client data from Wealthbox to Yourefolio’s estate planning software. Join us for a live webinar as representatives from Wealthbox and Yourefolio demo our products and the integration between them. There will be a Q & A session after the webinar.

View All Webinars

Looking for a live demo of Wealthbox?

Book a Demo