How Advisors Use Wealthbox + ReferTrac to Simplify Referral Processing

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Join us for a previously recorded live webinar to see how the ReferTrac + Wealthbox integration helps enhance and expedite the referral process for advisors. This webinar will cover:
  1. How ReferTrac’s referral management software streamlines and automates referral processes for advisors.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration between ReferTrac and Wealthbox eliminates duplicate data entry by syncing prospect data across both platforms and creates new opportunities in Wealthbox based on ReferTrac data.
  4. The benefits of the Wealthbox and ReferTrac integration, and how to get started with ease.


Jeremy Tyler



Chris Kopanski

Sr. Product Specialist


“The integration between ReferTrac and Wealthbox is a powerful way for Wealth Management groups in Financial Institutions to sync, track and report on referrals. This empowers Advisors in Banks and Credit Unions to grow an effective referral program.”

Jeremy Tyler

CEO, ReferTrac

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