AssetBook, a SaaS-based portfolio monitoring and reporting platform has announced that they have completed integrations with Wealthbox CRM, a modern client relationship management tool, enabling financial planners and investment advisors to seamlessly incorporate client contact records from Wealthbox into the Pulse by AssetBook platform.
“AssetBook offers advisors who use Wealthbox a simple and fast way to connect their clients’ information across platforms,” said Steve Carroll, Head of Product at Wealthbox. “The integration frees up advisors to spend more time with clients instead of wasting it on duplicative data entry. We’re delighted to welcome AssetBook to the Wealthbox community.”
