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

Financial Planning Checklists and Flowcharts + CRM: A Webinar on the fpPathfinder + Wealthbox Integration

Wednesday, May 19, @ 2:00 PM ET
Join us for this live webinar to see new integration updates between fpPathfinder and Wealthbox. Discover how updated interactive checklists and automated tasks save advisors time by eliminating outdated manual processes.
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FP Alpha

upcoming webinar

AI-Driven Financial Planning + CRM: A Webinar on the FP Alpha + Wealthbox Integration

Wednesday, May 26, @ 2:00 PM ET
Join us for this live webinar to see the new integration between FP Alpha and Wealthbox. Discover how the new connection saves time by syncing demographic data between Wealthbox contact records and FP Alpha questionnaires.
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Simplii Logo

upcoming webinar

Compliant VoIP Service + CRM: A Webinar on the Integration of Simplii + Wealthbox

Wednesday, June 9, @ 2:00 PM ET
Join us for this live webinar to see a demo of the integration between Simplii and Wealthbox and to learn more about Simplii's updated texting functionality.
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Recorded Webinars

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