Presented by
Watch this live webinar recording to see how the Axos + Wealthbox integration allows advisors to access their clients’ Axos financial accounts from within Wealthbox. This webinar will cover:
Speakers
Vice President, Custody Solutions-Central Region
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