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 live webinar, Wealthbox users will hear about their ability to transfer client data from Wealthbox CRM to Yourefolio. This integration will save users valuable time and allow them to merge client data accurately. There will be Q & A after the webinar.

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