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Webinar: Wealthbox + Panoramix
Through this new integration, advisors can automatically sync demographic data, contact information, and client notes between the two systems. Data synchronization through this integration is available at the client level as well as across the entire business so that advisors can complete real-time information updates from one system to the other and vice versa.

Jun 25, 2019 2:00 PM in Eastern Time (US and Canada)

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