How Advisors Custody with Axos and Use Wealthbox CRM

Tuesday, Feb 7, 2023 at 2:00 PM ET

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Join us for a live webinar to see how the Axos + Wealthbox integration allows advisors to access their clients’ Axos financial accounts from within Wealthbox. This webinar will cover:

  1. How Axos helps advisors and their clients stay ahead with technology-driven financial services.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors use the integration between Axos and Wealthbox to see account information within the Wealthbox contact record.
  4. The benefits of the Axos and Wealthbox integration, and how to get started with ease.

Speakers

Rochelle Greenfield

Strategic Business Consultant

Axos

Andrew Ladwig

Director of Business Development

Wealthbox


“Wealthbox’s modern product design and intuitive user experience makes it an effective tool for independent RIAs. ...We believe our integration with Wealthbox is another example of delivering the well-designed technology RIAs need to be successful.”

Mike Watson

Head of RIA Custody at Axos Advisor Services