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 partnership that promotes the use of Wealthbox among United Planners’ 450 advisors across the country.
“We’re passionate about providing our advisors with choice and flexibility in selecting leading technologies and Wealthbox fits the bill for CRM,” said Mike Goyarts, Head of Practice Management & Consulting at United Planners. “We’re impressed with Wealthbox as a modern CRM solution and their innovative approach.”
Wealthbox’s Ernie Lacroix, Director of Partnerships, stated, “We’re delighted to work with United Planners to help their financial advisors efficiently manage client relationships, and we look forward to continually introducing new features in Wealthbox for their benefit.”
United Planners and Wealthbox will be holding a joint webinar on Friday, March 6th at 1:00pm ET to discuss the new relationship and present more information about Wealthbox to its advisors.
About United Planners
United Planners is a national employee and advisor owned wealth management firm that provides financial planning, investment management and insurance services. With an open-architecture model that offers flexible, efficient and scalable solutions, United Planners positions its financial advisors to build and manage profitable businesses. To learn more, go to http://www.UnitedPlanners.com. United Planners is Adamantly Not For Sale and is a Registered Investment Advisor with the SEC / Registered Broker-Dealer with the FINRA / SIPC Member.
Wealthbox is a leading CRM technology for financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc., with offices in New York, NY and Providence, RI. For more information about Wealthbox, please visit http://wealthbox.com.
Source: Wealthbox, owned by Starburst Labs, Inc.
Contact: Ernie Lacroix, Wealthbox - 800-316-8967