Presented by
Watch this previously recorded live webinar to see how improvements to the Altruist + Wealthbox integration allow advisors to access Altruist financial accounts from within Wealthbox. This webinar will cover:
Speakers
Group Product Manager
Altruist
Director of Business Development
Wealthbox
“Partnering with Wealthbox is a direct result of listening to advisors' needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”
Jason Wenk
CEO of Altruist