Financial Planning + CRM: A Webinar on the Integration of MoneyGuidePro + Wealthbox – Wealthbox CRM

recorded webinar

Financial Planning + CRM: A Webinar on the Integration of MoneyGuidePro + Wealthbox

Wealthbox’s MoneyGuidePro integration enables advisors to launch MoneyGuidePro from a contact page in order to create a financial plan. Once the MoneyGuidePro connection is launched, all contact and related financial account information for the household will be sent to MoneyGuidePro. This reduces data entry when creating a new plan.

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