Partner Webinars

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

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