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RIA Operators

1.2k members • Free

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Email Campaigns & Sequences
Anyone here have experience with Wealthbox and integrating an Email Sequence Tool like Active Campaign? Or, is anyone using Slant CRM that can speak to email automation? I really hate the limitations with WB and would love an all-in-one CRM that can handle prospect marketing that isn't a huge undertaking like moving to Salesforce or Hubspot.
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Meghan Rutherford
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@meghan-rutherford-7593
CX & Ops Guru | FinTech Nerd. Passionate about advisortech and working side-by-side to help firms scale operations and empower team success.

Active 4h ago
Joined Mar 10, 2025
Burlington, CT
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