Presented by
Join Wealthbox and Docupace for a previously recorded live webinar to learn best practices for new client onboarding. This webinar will cover:
Speakers
Chief Marketing Officer
Docupace
Sr. Product Specialist
Wealthbox
“The Wealthbox integration with Docupace streamlines the account opening process and improves back-office operations to help advisors become efficient and grow their business.”
Jomin Bishop
VP of Sales at Wealthbox