Simplified Financial Planning + CRM: A Webinar on the Integration of RightCapital and Wealthbox

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Join us for this live webinar to see how to sync household contact info from Wealthbox into RightCapital, and learn more about the new Single Sign-On (SSO) enhancement.

“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”

Shuang Chen

CEO, RightCapital

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