red-amber.green + Wealthbox CRM Integration
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Red amber green gives you insight into how your business processes are performing, while ensuring that your team members are aware of the current status. This helps you make decisions faster and with more confidence.
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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!
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