Dani Palmer
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Ray Shirley and
Karin Kingkade are now friends 8 years, 8 months ago
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Jeff Kliewer replied to the topic Wealthbox Integration in the forum Integrations 8 years, 9 months ago
Brice – thank you for the feedback and even your help in brings these priorities and opportunities to Wealthbox’s attention. All of the integration points that we currently have with Salesforce and Redtail would be on the table as enhancements with Wealthbox. Due to their architecture and even the location of most of these integration points, the…[Read more]
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Melissa McCune and
Tanner Bock are now friends 8 years, 10 months ago
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Brad Corrigan and
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Becca Sarratt and
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Ray Shirley and
Josh Benson are now friends 8 years, 10 months ago -
Becca Sarratt and
Melissa Graves are now friends 8 years, 11 months ago
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Ray Shirley and
Tyler Vacek are now friends 8 years, 11 months ago
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Jeff Kliewer replied to the topic Wealth Access Integration in the forum Integrations 8 years, 11 months ago
There are three key values Advisors have communicated to us that Wealth Access brings to their practices:
1) Providing a wholistic balance sheet for their Clients so that they do not have to use a tool outside their client portal to aggregate all their bank accounts, credit cards, loans, etc all in one place.
2) These connections that the Client…[Read more] -
Ray Shirley joined the group
Performance 9 years ago -
Melissa McCune and
Amanda Steinspring are now friends 9 years ago
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Ray Shirley and
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Ray Shirley posted an update 9 years ago
studying for the CFP
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Melissa McCune and
Edward Sempek are now friends 9 years ago
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Brad Corrigan and
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Becca Sarratt and
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Becca Sarratt and
Kyle Wesley are now friends 9 years ago
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Becca Sarratt and
Scott Bordelon are now friends 9 years ago -
Becca Sarratt and
Cathy Bailey/Castleview Partners, LLC are now friends 9 years ago
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Becca Sarratt and
Kathy Beers are now friends 9 years ago - Load More
