202226 May

Indyfin and Wealthbox Announce New Technology Integration to Streamline the Gathering of Client Feedback


“This first-of-its-kind technology integration will dramatically decrease the time it takes for Wealthbox advisors to start gathering feedback from clients. The SEC’s new marketing rule opens the door for online client testimonials, reviews, and ratings, and feedback is the start of that journey,” said Akshay Singh, Founder of Indyfin. The new Indyfin integration with Wealthbox enables advisors and staff to securely sync client information between the platforms with just a few simple clicks. So, we’re excited to partner with Indyfin to support our clients in this integration.” The companies will be hosting a joint webinar on June 14, 2022 to showcase the features and benefits of this new integration. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience.

Source: Prweb