Western International Securities Selects Wealthbox CRM for Its Financial Advisors

By westernadmin | Thursday, November 7, 2019

New York, NY & Providence, RI – November 7, 2019 – Wealthbox announced it has been selected and approved by Western International Securities (WIS) to offer Wealthbox CRM technology to its advisor teams nationwide. Wealthbox CRM enables advisors and their staff to collaborate in a Wealthbox workspace and manage client relationships with ease and efficiency.

WIS and Wealthbox will be jointly hosting a joint webinar and Wealthbox demo on December 5, 2019 at 12pm PCT for guest advisors. Interested advisors can register here for the webinar.

“We’re excited to offer Wealthbox to WIS Advisors,” said Rinaldo Ritonga, CISO and Director of Technology of WIS. “Wealthbox is known for its ease of use combined with powerful features and this will help our advisors run their practices with streamlined efficiency.”

Dan Ferranti, cofounder and CTO of Wealthbox, said, “We’re pleased to offer Wealthbox CRM to WIS Advisors across the country, and we intend to continually advance the Wealthbox CRM product and further align it with the operations of WIS in the future.”

About Wealthbox
Wealthbox is a leading CRM technology for financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc. with main offices in New York, NY and Providence, RI. For more information about Wealthbox, please visit http://wealthbox.com.

About Western International Securities
Western International Securities, Inc. (WIS) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals to prosper, grow, and provide superior client service. Headquartered in Pasadena, California, Western is widely recognized as a truly unique independent broker dealer in the industry, offering an independent experience with no proprietary products. The firm supports more than 500 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. For more information about WIS, please visit https://www.wisdirect.com.