Wealthbox, a highly-rated CRM software, has announced a new enterprise CRM agreement with Perennial Financial Services. The agreement will provide Wealthbox's modern CRM solution to 40+ licensed advisors and support staff at Perennial, aiming to streamline operations, enhance collaboration, and strengthen client relationships.

Wealthbox operates as a remote-first company with employees located across the United States, and a large part of the team is located in Rhode Island. The Wealthbox CRM technology is purpose-built for the wealth management industry vertical and designed for financial professionals at advisory firms and broker-dealers to manage client relationships and streamline operations to grow their practices.

Perennial Financial Services Signs New Enterprise CRM Agreement with Wealthbox

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Perennial Financial Services Signs New Enterprise CRM Agreement with Wealthbox

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