Watch the webinar to see how the BridgeFT + Wealthbox integration helps advisors deliver automation-driven portfolio management. This webinar covers:
- How BridgeFT’s intelligent technology helps empower advisors, enterprises, and fintechs to drive better advisor-client experiences and outcomes.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the integration between BridgeFT and Wealthbox allows advisors to link client contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside BridgeFT.
- The benefits of the BridgeFT and Wealthbox integration, and how to get started with ease.