Wealthbox CRM + You Need A Budget (YNAB) Integration
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You Can Also Connect Wealthbox CRM or You Need A Budget (YNAB) With 1200+ Other Apps
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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You Need A Budget is a powerful, flexible budgeting app that helps you make and track your spending decisions. It is the only tool you'll need to help you manage your cash flow, increase your savings rate and beat debt for good.
See You Need A Budget (YNAB) Integrations❤Trusted by 42,000+ Customers
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