Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
What is this?
Less
More
Memberships
RIA Operators
1.1k members • Free
Abbew Crew
21.6k members • $17/m
The STEM Collaborative
141 members • $16/m
AI Automation Agency Hub
278.2k members • Free
1 contribution to RIA Operators
Jun 4 •
RSVP Technology
For anyone who uses Wealthbox as your CRM, what type of technology do you use for RSVPs for an event that integrates well with Wealthbox? We currently use FMG and their RSVP process does not work well with Wealthbox so we are curious as to what others are using.
0 likes • Jun 26
I use Oncehub and Zapier with Wealthbox.
1-1 of 1
@chukwudi-uraih-9044
Systems Thinker | Financial Engineer | Investor A Financial Engineer who builds and optimizes systems for long-term success.
Active 20m ago
Joined Jun 5, 2025
Texas
Powered by