Presented by
Speakers
Co-Founder and CEO
Knudge
Product Specialist
Wealthbox
“We’ve had a great experience working with Wealthbox to build out this integration. Advisors on the Wealthbox platform can now seamlessly connect their CRM to the Knudge app where they can create a list of tasks for their clients to take action.”
Shaun Erickson
CFP® Co-Founder, Knudge