Bridge Financial Technology Integrates with Wealthbox CRM — Read More »

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.

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 margaret@bridgeft.com or select a time for her to call you here.