We've reworked and redesigned Osano Subject Rights Management and Data Discovery, unifying them into a single, seamless experience and creating automation to save you time.
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features.
Osano connects to Wealthbox APIs via a one-click integration. Osano then discovers and automatically classifies the personal data that is stored in Wealthbox. Once discovery and classification have completed, you can quickly search against Wealthbox and all other connected data stores in response to subject rights requests.