AssetBook and Wealthbox Team Up to Enhance Advisor Experience
AssetBook and Wealthbox Team Up to Enhance Advisor Experience Financial planners and investment advisors can now seamlessly incorporate client contact records from Wealthbox into the Pulse by AssetBook platform. AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced that they have completed integrations with Wealthbox® CRM, a modern client relationship management tool. Wealthbox helps…