assetbook_wealthbox

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…

3 Keys to Building an Engaged, Remote Workforce

The coronavirus pandemic has forced advisors to rapidly shift to a remote working environment. While some advisors are now embarking on plans to re-open their office, most are considering having an extended period for employees to work from home. Here are three key considerations for advisors to evaluate in regards to a work-from-home environment.  …