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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 IntegrationsFormium is a form builder for the modern web that creates simple contact forms or complex multi-page surveys with ease. It's powered by React and Redux, that helps render forms in your existing apps and websites.
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