Sept Meeting: Wealth research tools and BYOQs [REMOTE]

Sep 16, 2021, 6:00 – 7:30 PM

Please join if you want to hear about or have experience with wealth research tools for Salesforce. We'd love to hear your thoughts and advice for the group. Rachel will talk about WealthEngine. Rusty has some experience with iWAVE. Afterwards we'll take group questions.

About this event

Please join if you want to hear about or have experience with wealth research tools for Salesforce. We'd love to hear your thoughts and advice for the group. Rachel will talk about WealthEngine. Rusty has some experience with iWAVE. Afterwards we'll take group questions. 

Group Leader

  • Rachel Regan

    American Prairie Reserve

    Leader

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