Providing our advisors with a seamless experience is central to what we do. We are proud to launch two new CRM system integrations with Redtail and Wealthbox.
For our advisor partners who use either Redtail or Wealthbox as their CRM, they now have visibility into their client’s estate planning progress directly from their CRM.
In Wealthbox and Redtail, advisors will have the ability to see into the status of their clients’ account creation, plan selection, progress in drafting estate planning documents, as well as other updates regarding their clients’ activity.
Wealth.com will be hosting a webinar with Wealthbox on Thursday, September 28th at 2PM ET / 11AM PT to showcase the integration for our advisor partners. Sign up here
If you would like to learn more about how we partner with financial advisors, please reach out to [email protected].
