Presented by
Watch this previously recorded live webinar to see how the CircleBlack + Wealthbox integration helps advisors streamline practice management to drive better client relationships. This webinar will cover:
Speakers
Sr. Sales Executive
CircleBlack
Product Specialist
Wealthbox
“We are excited to partner with Wealthbox and seamlessly integrate their CRM solution into the CircleBlack Advisor Technology platform. Adding Wealthbox is an important addition as it aligns well with our end goal to enhance and simplify the advisor experience.”
Lincoln Ross
President & CEO of CircleBlack