Join a live Wealthbox webinar with our technology partners.
New Integration: Wealthbox + Black Diamond
Wednesday, May 29, @ 2:00 PM ET
Join us for a live webinar to learn about our new integration with Black Diamond. In this integration, advisors using Wealthbox are able to receive client information and view account summaries, holdings, and transactions from Black Diamond reconciled accounts which... more
Virtual Receptionists + CRM: A Webinar on the Integration of Smith.ai & Wealthbox
Tuesday, June 11, @ 2:00 PM ET
Join Wealthbox and our partner, Smith.ai, to learn how our integration provides advisors the ability to create new contacts and record call details directly into your Wealthbox account when Smith.ai's virtual receptionists handle your calls. We'll also review key features... more