Around the Net
Wealth box Adds Gmail Integration
- Investment News, Thursday, February 4, 2016 12:07 PM
Wealthbox, a CRM platform for financial advisers, has released the latest version of its system to integrate Gmail accounts. The integration will allow advisers with Gmail accounts to import contacts to Wealthbox, add client notes and send and archive emails to Wealthbox. The free extension is available with Google Chrome.
