Settings and activity
1 result found
-
22 votes
Wealthbox has agreed to build this integration! Coming soon to App Connect.
An error occurred while saving the comment
1 result found
Wealthbox has agreed to build this integration! Coming soon to App Connect.
Many Financial Advisors use your service as a compliant approved product. WealthBox is gaining in market share for CRM's with leading Financial planners. A direct interation would make adoption and retention with Ring Central much stronger.