Presented by
Speakers
Head of Sales & Marketing
Optivice
Product Specialist
Wealthbox
“Optivice is the essential missing piece in the holistic financial planning puzzle by offering effective debt and loan management solutions. With the Wealthbox integration, advisors can now use this powerful tool to easily deliver even greater value to their clients and make a profound impact on their financial well-being.”
Tessa Elliott
Head of Sales & Marketing at Optivice