Financial CRM Wealthbox Increases Customer Engagement with Critical Email Features Powered by the Nylas APIs
Wealthbox
Dan Ferranti
CTO
Wealthbox
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
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