Recorded Webinar
Integration Demos

A Live Demo of the Two-Way Sync Between LPL ClientWorks + Wealthbox

PRESENTED BY
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ABOUT THIS WEBINAR

Discover how the ClientWorks and Wealthbox two-way sync integration streamlines client management by ensuring real-time synchronization of contact updates. Learn how this powerful connection eliminates duplicate data entry, reduces errors, and keeps client records consistently accurate across both platforms.

This webinar will cover

  1. 1 How real-time data syncing enhances efficiency and accuracy.
  2. 2 Eliminating duplicate entries and manual updates with automated synchronization.
  3. 3 Best practices for maintaining organized and up-to-date client records.
  4. 4 Optimizing your workflow with the seamless integration of ClientWorks and Wealthbox.

SPEAKERS

Doug Petersen

Doug Petersen

Sr. Product Specialist

LPL Financial

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

“CRM is an important part of an advisory firm’s operations, powering everything from internal collaboration to client service to record-keeping and compliance. By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”
Sumeer Kapila

Sumeer Kapila

Vice President of Product Management at LPL Financial

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