Join to learn about Wealthbox and various partner integrations.
CRM + Voice-to-Text Dictation: A Webinar on the Integration of Wealthbox + Mobile Assistant
Tuesday, December 3, @ 2:00 PM ET
Join us for a live webinar to learn more about the integration of Mobile Assistant & Wealthbox. This integration provides you an accurate way to capture and document important meeting note information directly into Wealthbox.
Western International Securities Selects Wealthbox CRM for Its Financial Advisors
Thursday, December 5, @ 4:00 PM ET
Wealthbox has been selected and approved by Western International Securities (WIS) to offer Wealthbox CRM technology to its advisor teams nationwide. Join this webinar to learn more about our partnership and how Wealthbox enables advisors and their staff to collaborate... more