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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 IntegrationsPivotal Tracker is your agile project management and planning tool. Quickly organize and track work, build roadmaps in story points, estimate effort for tasks and projects, and break down stories into actionable tasks.
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