Webinars – Wealthbox CRM

Webinar Events

Live and recorded webinars about new upgrades and integrations.

Upcoming Webinars

Join to learn about Wealthbox and various partner integrations.

upcoming webinar

Portfolio Management + CRM: A Webinar on the Integration of Panoramix & Wealthbox

Tuesday, December 10, @ 2:00 PM ET
Through this integration, advisors can automatically sync demographic data, contact information, and client notes between the two systems. Data synchronization through this integration is available at the client level as well as across the entire business so that advisors can... more
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