DV
Devon V.
Director of Prospect Development
Mid-Market (51-1000 emp.)
"We probably could have made better use of this integration"
What do you like best about Wealth-X Integration?
I liked the automation and the ability to download a dossier almost instantaneously. Review collected by and hosted on G2.com.
What do you dislike about Wealth-X Integration?
Our organization wanted way too many customizations and it inhibited the functionality. WX tried to be so helpful when we were doing this and honestly they have the best customer experience. Review collected by and hosted on G2.com.