We are excited to announce an integration between Wealthbox CRM and Bridge Financial Technology. Read our press release here.
Advisors can link Wealthbox contacts in Atlas to see corresponding activities alongside the Atlas dashboard. Advisors can also log notes for a Wealthbox contact in an Atlas household or web-report that syncs to the corresponding Wealthbox contact record.
Are you interested in learning more?
Please contact Margaret Myers, Director of Partnerships and Business Development, at firstname.lastname@example.org or select a time for her to call you here.