Wealthbox is a web and mobile CRM application for financial professionals. Offering an easy-to-view layout and a quick note-taking interface, Wealthbox enables advisors to keep track of all phone calls, emails, files and financial information while allowing them to monitor and engage prospects and clients on social networks.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data in a variety of reporting tools
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