Wealthbox CRM
Wealthbox CRM
You need to track and manage user data from all your Data Processors. It’s a simple process with LegalSite, you can select companies from our extensive index. Just send a request through the app and have files automatically uploaded.
Get startedWealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
About Wealthbox CRM
Wealthbox CRM is a popular CRM tool that many companies use to handle their customer information and communications. It have 45 million users world wide and is used in many sectors.
How Wealthbox CRM works with LegalSite
LegalSite connects to Wealthbox CRM via , which means you can easily import and sync your data.
Automation is extremely important to make sure your legal and privacy compliance is optimal at all times.
Using this integration with Wealthbox CRM your customer relationship management will seamlessly fit your legal and privacy procedures.
Protect your business in minutes — for free!
Get started on our Free plan, and achieve full compliance with U.S., E.U., and other global privacy regulations for up to 1,000 data subjects. No credit card required and no need to talk to sales.
