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Join Wealthbox experts and integration partners for live demos, best practices, and CE-eligible sessions for financial advisors.

INTEGRATION DEMOS

Simplify Estate Planning

October 15 @ 2:00 pm ET

Join Wealthbox and Trust & Will for a live demonstration of the integration and a walkthrough of how advisors can use the two platforms together. We’ll show how to get started, navigate the integration, and incorporate Trust & Will into your existing Wealthbox workflow.
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BEST PRACTICES

Scaling Compliance as Your RIA Grows

October 20 @ 2:00 pm ET

Join Wealthbox and COMPLY for a practical look at how growing RIAs can build more scalable compliance processes. We’ll explore how standardized workflows in Wealthbox, combined with COMPLY’s oversight tools, can help firms maintain consistent supervision as they grow, without adding unnecessary manual work or headcount.
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