We are excited about our partnership with Wealthbox. Increasingly growing firms are leaning on their CRM for critical data. Integrating that data across all systems is for essential functions like reporting, score-carding, and workflows. #CRM #Technology #WealthManagement #RIA #Data #Integration #Workflows
📣 New Partnership! Learn about the new integration between Milemarker + Wealthbox that enhances data management. Learn more 👉 https://bit.ly/4ijlKmX