Infinex Financial Group Partners with Wealthbox to Offer CRM to Its Financial Advisors

Wealthbox announced it has been selected by Infinex Financial Group to offer Wealthbox as an approved CRM choice for Infinex advisors across the nation

Wealthbox announced it has been selected by Infinex Financial Group to offer Wealthbox as an approved CRM choice for Infinex advisors across the nation.

With a simplified user-experience combined with powerful CRM features, Infinex advisors can now use Wealthbox online workspaces to manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients.

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“We’re delighted to have Wealthbox CRM as an option for our financial advisors to help manage their client relationships,” said Stephen Amarante, Infinex President and CEO. “Partnering with Wealthbox is part of our continued effort to provide best-in-class technology to the financial institutions we serve.”

Dan Ferranti, cofounder and CTO of Wealthbox, stated, “We’re excited to offer Wealthbox to the advisor community of Infinex and help their advisors streamline their operations.”

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In 2018, Infinex celebrated its 25th anniversary as an independent broker/dealer focused on serving the investment, insurance and wealth management needs of financial institutions. Currently, Infinex supports over 220 community-based programs and more than 650 advisors. The firm, headquartered in Meriden, Conn., with offices in Napa, Calif., and Midlothian, Va., has a unique history of being formed by financial institutions, owned by financial institutions and focused on providing service to financial institutions.

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