Use Qollabi with WealthCounsel
Estate Planning
Qollabi & WealthCounsel integration
About Qollabi
Easy to use Business Relationship Management Software to plan, collaborate and measure indirect sales relationships with intermediaries, resellers and brokers.
About WealthCounsel
WealthCounsel is your resource for legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE).
Get a personalized demo
Collaborate digitally with your ecosystem of channel partners, branches, brokers, resellers or agents.
Ask a demo