Upcoming Webinars
Join Wealthbox experts and our partners for integration demos, best practice advice, and industry insights.
Best Practices
Client Experience by Design with GReminders + Wealthbox
December 9 @ 2:00 pm ET
Delivering a seamless client experience starts with the little things. An effortless scheduling process can set the tone for every interaction and leave a lasting impression. Join GReminders and Wealthbox to explore how integrated scheduling and CRM tools help advisors turn administrative details into client-facing advantages.
Best Practices
Launch and Scale Your Independent Advisory Practice with Altruist + Wealthbox
December 10 @ 2:00 pm ET
For breakaway advisors, building an independent practice, efficiency from day one is critical. Wealthbox and Altruist make it easy to launch smoothly and maintain operational momentum as your firm grows. Join Altruist and Wealthbox for this webinar to learn how a connected tech stack can streamline onboarding, automate workflows, and scale your independence.
Integration Demos
Wealthbox AI Notetaker for Osaic Financial Professionals
December 16 @ 2:00 pm ET
Join Wealthbox and Osaic for an exclusive walkthrough of the new Wealthbox AI Notetaker. Purpose-built for financial professionals, the AI Notetaker automatically captures, summarizes, and organizes meeting notes directly within Wealthbox. From prep to follow-up, it keeps every detail connected to the right contact record. No extra tools or integrations required.
Best Practices
Bringing Discipline and Documentation to Advisory Operations with StratiFi + Wealthbox
December 17 @ 2:00 pm ET
Advisors face risk not just in investments, but in the day-to-day operations of their practice. StratiFi and Wealthbox provide a powerful combination to help advisory firms identify potential risks, implement mitigation strategies, and maintain consistent documentation. Join StratiFi and Wealthbox to learn how integrating risk management into your CRM workflows can streamline operations, protect your practice, and give you confidence in your compliance and process discipline.
Product Updates
New Productivity Features in Wealthbox: The CRM + AI Workspace
December 18 @ 2:00 pm ET
Wealthbox is innovating faster than ever, delivering tools that enable financial advisors to spend more time on clients and less time on administrative work. We’ve recently introduced powerful new features, smarter integrations, and platform improvements designed to streamline workflows, boost productivity, and enhance every client interaction. Join product experts Steve Carroll and Chris Kopanski for a webinar where they’ll highlight the most exciting updates and show how Wealthbox is helping advisors work more efficiently than ever.
Recorded Webinars
Never miss a webinar. Watch a webinar recording on demand.
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