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.
The first 25 firms that subscribe to Bridge by 12/31/19 will receive a $49 monthly credit ($588 value) for their Wealthbox Pro user license during the entirety of 2020.
Are you interested in learning more?
Wealthbox and BridgeFT will be hosting a webinar showcasing this integration. Sign up here to join on November 12th at 2:00 pm ET.
If you are interested in speaking with someone directly, 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.