Wealthbox and StratiFi: Risk Analysis Software + CRM
In this webinar, you will learn why the integration between StratiFi and Wealthbox provides the perfect solution for syncing contacts to evaluate risk at the household and individual level.
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Save 30% on our Professional Plan for the next 48 hours! Get access to:
— Unlimited clients in held away account sync
— Compliance pack
— Templates
— Business analytics pack
— Team communication
— And more!
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