Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite

Wealthbox has announced a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services firm providing wealth management, securities brokerage, clearing, and investment banking services to clients around the world. This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network….