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Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!
See Wealthbox CRM IntegrationsFormaloo is the Customer Data Platform designed to unlock the hidden value in your data. It allows you to reach out to customers using their behavior, expectations, personal tastes, and their preferences when making a purchase decision.
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