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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 IntegrationsJotForm is the best way to create your online forms - from simple contact forms, quizzes, and surveys to payment and subscription management. JotForm was built by a team that values simplicity over everything else.
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