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United Planners Partners with Wealthbox CRM

Source :
PRWeb Newswire. March 2, 2020
Publication Year :
2020

Abstract

PROVIDENCE, R.I. and NEW YORK (PRWEB) March 02, 2020 United Planners, a national wealth management firm, and Wealthbox, a CRM (Client Relationship Management) technology for financial advisors, have announced a [...]

Subjects

Subjects :
Customer relationship management software -- Technology application
Customer relationship management -- Technology application
Financial planners -- Alliances and partnerships -- Technology application
Financial management -- Technology application
Management consultants
Technology
Consultants (Persons)
Finance
Customer relationship management software
Customer relationship management
Technology application
Business, general

Details

Language :
English
Database :
Gale General OneFile
Journal :
PRWeb Newswire
Publication Type :
News
Accession number :
edsgcl.615983404

Tools

Authors Abstract Subjects Details