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Wealthbox CRM + Totum by TIFIN
Join this live webinar to discover all the ways Wealthbox CRM connects seamlessly to TIFIN’s wealth-tech platforms - like Totum, Clout, and Positivly. With the latest integration of TIFIN’s fact-based risk profiling platform Totum, it is now even easier for advisors using Wealthbox to maintain risk scores in client portfolios. Tune in to see the integrations in action.

Jan 12, 2022 02:00 PM in Eastern Time (US and Canada)

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