recorded Webinar Integration Demos

How Advisors Use Invent + Wealthbox to Simplify Workflows and Unify Data

Presented by

Discover how Invent and Wealthbox work together to centralize client information, streamline workflows, and reduce manual updates. Gain insight into how a unified data experience improves efficiency and keeps advisors focused on clients. Join Invent and Wealthbox to see the integration in action and learn how to get started.

This webinar will cover:

  1. How Invent connects and standardizes data across your firm’s tech stack
  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 syncs notes, tasks, and client data in real time between systems
  4. The benefits of the Invent and Wealthbox integration, and how to get started with ease

Speakers

Eric Varela

Head of Sales

Invent

Andrew Ladwig

Director of Business Development

Wealthbox

“At Invent, we believe the future of wealth management lies in seamless connectivity. That’s why Wealthbox Notes and Tasks microApps deliver bi-directional workflows, with all data integration unified through your firm’s Invent Data Lakehouse.”

Oleg Tishkevich

CEO of Invent

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