Presented by
Agenda
Join us for a previously recorded live webinar where we’ll demonstrate how advisors harness the latest Simplii VoIP compliance features in conjunction with the Wealthbox integration to streamline client communications securely and compliantly. This webinar will cover:
Speakers
Director of Business Development
Simplii
Director of Business Development
Wealthbox
“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”
Steve Waite
Director of Business Development, Simplii