Join a live Wealthbox webinar with our technology partners.
Mobile Dictation Services + CRM: A Webinar on the Integration of Wealthbox & Mobile Assistant
Tuesday, March 26, @ 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. Corey at Mobile Assistant will... more
New Integration: Wealthbox + Betterment for Advisors
Friday, March 29, @ 1:00 PM ET
Join us for a live webinar to learn about the integration between Wealthbox & Betterment for Advisors. This new integration will allow Wealthbox users to view Betterment client account balances and details including positions and transactions– all from the Contact... more