How Advisors Use BridgeFT + Wealthbox to Deliver Better Advisor-Client Experiences

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Watch the webinar to see how the BridgeFT + Wealthbox integration helps advisors deliver automation-driven portfolio management. This webinar covers:
  1. How BridgeFT’s intelligent technology helps empower advisors, enterprises, and fintechs to drive better advisor-client experiences and outcomes.
  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 BridgeFT and Wealthbox allows advisors to link client contacts from Wealthbox to see corresponding activities alongside dashboards, reports, and more inside BridgeFT.
  4. The benefits of the BridgeFT and Wealthbox integration, and how to get started with ease.


Dave Hagen

Chief Commercial Officer


Jenna Ghibaudy

Product Specialist


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