Personalized Advice Platform + CRM: A Webinar on the Integration of TIFIN Personality and Wealthbox

Video Thumbnail
25:24
Enter your email address to view this video.

Presented by

Join this live webinar to see how the integration between TIFIN Personality (formerly Positivly) and Wealthbox connects your client list to TIFIN Personality’s personalization platform to help advisors improve outcomes and client engagement.

View All Webinars