2FA – Two Factor Authentication
GReminders supports multiple authentication methods. The most common is to use the default Google or Microsoft connections. Meaning you are logging in via Google/Microsoft to your Google Account, and thus all the safeguards that you have with Google or Microsoft including Mutli Factor Authentication/2FA, SAML, IP restrictions, and many other security protocols. However if you […]
Data Classification in Wealthbox CRM: Best Practices for Financial Advisors
Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance client relationships, and leverage analytics effectively. By organizing data systematically using Wealthbox’s features like Custom Contact Types, Status Fields, Tags, and Custom Fields, advisors can maximize the utility of their CRM, improve reporting, and ensure […]
