custom workflow templates

March 3, 2025

SoftPak to Showcase UREBAL at T3 Conference 2025: Revolutionizing Portfolio Rebalancing for Financial Advisors

SoftPak Financial Systems, a global leader in fintech innovation, is set to unveil its groundbreaking portfolio management solution UREBAL Hub an extension of its stand-alone award […]
March 13, 2020

AdvisorTouch Announces the Integration of their Workflow System into Wealthbox CRM

AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM. […]