Wealthbox CRM Integrates with SS&C in Effort to Save RIAs Time

Wealthbox CRM, a web-based customer relations management company, believes it has the tools to save financial advisors precious time. “CRM in the wealth sector has been overly complex, and there’s money to be made around that complexity,” Wealthbox CEO John Rourke said in an interview with Bank Innovation. “From CRM classroom and software training to …Read More

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