Wealthbox CRM + Totum by TIFIN | Wealthbox CRM

recorded webinar

Wealthbox CRM + Totum by TIFIN

Join this live webinar to discover all the ways Wealthbox CRM connects seamlessly to TIFIN’s wealth-tech platforms – like Totum, Clout, and Positivly. With the latest integration of TIFIN’s fact-based risk profiling platform Totum, it is now even easier for advisors using Wealthbox to maintain risk scores in client portfolios. Tune in to see the integrations in action.

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