Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners. Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.Import2 offers you a fast route to access your contacts, so you can export or import them in bulk, share with other business apps you use, or collect data for business reporting.
Import2 is no-code and does not require special knowledge
Import2 provides companies that use cloud business apps a fast route to collect data for business reporting, set up a backup, or move data between apps without the need for complex data infrastructure.