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

recorded webinar

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

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

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