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How Advisors Use Amplify + Wealthbox to Streamline Digital Onboarding

August 25, 2026 @ 2:00 PM ET

Hosted by

Churni Bhattacharya Chief Product Officer Amplify
Chris Kopanski Head of Customer Education Wealthbox
“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
Rachel Daniels
Rachel Daniels Chief Operating Officer Avidian Wealth Solutions