Wealthbox CRM + Citrix ShareFile Integration
Integrately lets you integrate Wealthbox CRM and Citrix ShareFile instantly - without any learning curve.
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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 IntegrationsCitrix ShareFile is a cloud-based file sharing and sync platform that lets you easily manage files, share documents, and access them from all your devices. It offers enterprise mobility with complete control over company data.
See Citrix ShareFile Integrations❤Trusted by 10,000+ Customers
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