Positivly, the world’s first financial personality test, is delighted to announce more CRM integration options to our users. Financial advisors can now import their Wealthbox contacts into Positivly and invite them to discover their financial personalities. 

 

Join the growing community of advisors using Positivly to deepen client relationships and match prospects with investments.

 

To start inviting your clients and prospects using Wealthbox on Positivly, Schedule A Demo.

 

 

 

Are you a Financial Professional looking to learn what Positivly can do for your business? Book a demo with our team below.