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

Plan Prospecting Software + CRM: A Webinar on the Integration of RiXtrema & Wealthbox

Thursday, February 27, @ 2:00 PM ET
This integration allows you to store crucial client and prospect data from 3 of RiXtrema’s products in Wealthbox and generate leads. Join us for this live webinar to learn more about these products and their integration with Wealthbox.
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upcoming webinar

Automation-driven Portfolio Management + CRM: A Webinar on the Integration of Wealthbox & Bridge FT

Thursday, March 5, @ 2:00 PM ET
This Wealthbox integration ties in key client notes, tasks, events, and demographics with the updated account information and client deliverables in Atlas, Bridge’s efficient and automated flagship software. Learn more about this integration at our live webinar.
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Recorded Webinars

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