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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 IntegrationsMightyForms, helps create web forms to easily collect data, process payments, and more. It comes with a drag-and-drop editor, wide range of templates and themes, and a builder to add custom fields, connect to external data sources, and much more.
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