How Advisors Use Addepar + Wealthbox to Accelerate Growth

Presented by

Join us for a previously recorded live webinar to see how the Addepar + Wealthbox integration helps advisors streamline their operations so they can focus on scaling their firms. This webinar will cover:

  1. How Addepar’s advanced technology platform helps advisors aggregate and analyze financial data from multiple sources, provides in-depth portfolio insights, and streamlines collaboration with clients. 
  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 Addepar + Wealthbox integration to see summarized details from Addepar within the Wealthbox client record.
  4. The benefits of the Addepar and Wealthbox integration, and how to get started with ease.


Kelly Brennan

Sales Executive


Jomin Bishop

VP of Enterprise Sales


“Addepar is excited to partner with Wealthbox to provide aggregated and verified data to Wealthbox so that advisors can reference portfolio information and easily link back to the Addepar platform for further analysis. Wealthbox has done a great job building an intuitive user interface for advisors to manage their current clients and prospect new business.”

Blake Rose

Senior Global Partnerships and Alliances Manager, Addepar

View All Webinars