How Advisors Use Finpace + Wealthbox to Eliminate Pain Points Through Automation

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Watch this previously-recorded live webinar to see how the integration between Finpace (formerly Bitsy) and Wealthbox helps advisors increase productivity by automating manual processes. This webinar will cover:

  1. How Finpace’s automation technology simplifies client outreach, onboarding, and ongoing communication.
  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 bi-directional integration between Finpace and Wealthbox allows advisors to expedite processes resulting in better client relationships.
  4. The benefits of the Finpace and Wealthbox integration, and how to get started with ease.


Charlie Fargo

Head of Product Partnerships


B. Forrest Tuten

CEO & Cofounder


“Integrating Finpace with Wealthbox means no more redundant data workflow, which drove my team and me insane when I practiced. This connection makes it easy for advisory firm users to instantly auto populate data within both environments, and instantly recall such information when working through client onboarding tasks. This process makes both onboarding and ongoing data workflows as fast as possible, which makes growing any firm that much easier, all while delighting customers along the way.”

B. Forrest Tuten

CEO & Cofounder of Finpace

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