How Advisors Use Altruist and Wealthbox to Manage Client Accounts

Presented by

Watch this previously recorded live webinar to see how improvements to the Altruist + Wealthbox integration allow advisors to access Altruist financial accounts from within Wealthbox. This webinar will cover:

  1. How Altruist’s all-in-one investment platform allows advisors to deliver a seamless client experience, and spend more time scaling their business.
  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 integration between Altruist and Wealthbox to see account information within the Wealthbox contact record.
  4. The benefits of the Altruist and Wealthbox integration, and how to get started with ease.


Ted Zhang

Group Product Manager


Andrew Ladwig

Director of Business Development


“Partnering with Wealthbox is a direct result of listening to advisors' needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”

Jason Wenk

CEO of Altruist

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