How Advisors Use CircleBlack and Wealthbox to Advance Client Relationships

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Watch this previously recorded live webinar to see how the CircleBlack + Wealthbox integration helps advisors streamline practice management to drive better client relationships. This webinar will cover:

  1. How CircleBlack’s an all-in-one wealth management platform helps advisors save time, strengthen client relationships, and win more 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 the two-way integration between CircleBlack and Wealthbox allows tasks to be actionable in CircleBlack, and for contacts created in CircleBlack to automatically be created in Wealthbox.
  4. The benefits of the CircleBlack and Wealthbox integration, and how to get started with ease.


Sue Summers

Sr. Sales Executive


Jenna Ghibaudy

Product Specialist


“We are excited to partner with Wealthbox and seamlessly integrate their CRM solution into the CircleBlack Advisor Technology platform. Adding Wealthbox is an important addition as it aligns well with our end goal to enhance and simplify the advisor experience.”

Lincoln Ross

President & CEO of CircleBlack

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