How Advisors Keep Communications Compliant with Wealthbox and Simplii VoIP

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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:

  1. Simplii’s VoIP tool and its role in simplifying client communication while ensuring compliance.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How to use Wealthbox’s integration with Simplii, including the new compliance center dashboard that flags keyword compliance violations in outgoing communications for additional review by a Compliance team. 
  4. The user benefits of the integration between Simplii and Wealthbox, and how to get started with ease.


Steve Waite

Director of Business Development


Andrew Ladwig

Director of Business Development


“Our VoIP integration with Wealthbox CRM enhances efficiency and can be a key compliance component for advisors.”

Steve Waite

Director of Business Development, Simplii

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