Presented by
Watch this previously recorded live webinar to see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision making. This webinar will cover:
Speakers
Wealth Advisor
Sound Foundation Wealth Advisors
Sr. Product Specialist
Wealthbox
Director of Partnerships
Asset-Map
“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”
Adam Holt
Founder and CEO of Asset-Map