Portfolio Management + CRM: A Webinar on the Integration of Panoramix & Wealthbox

ABOUT THIS WEBINAR

Through this integration, advisors can automatically sync demographic data, contact information, and client notes between the two systems. Data synchronization through this integration is available at the client level as well as across the entire business so that advisors can complete real-time information updates from one system to the other and vice versa.

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Portfolio Management + CRM: A Webinar on the Integration of Panoramix & Wealthbox

ABOUT THIS WEBINAR

Get a personalized demo of Wealthbox.