recorded Webinar Integration Demos

How Advisors Use RightCapital + Wealthbox to Make Financial Planning a Breeze

Presented by

Join us for a previously recorded live webinar to see how the RightCapital + Wealthbox integration helps advisors easily create personalized financial plans for their clients. This webinar will cover:
  1. How RightCapital’s platform makes comprehensive financial planning, retirement planning, investment analysis, and goal-based financial projections easy.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can use the single sign-on integration to transfer Wealthbox client info to RightCapital in one click.
  4. The benefits of the RightCapital and Wealthbox integration, and how to get started with ease.

Speakers

Ted Denbow

VP of Sales

RightCapital

Jenna Ghibaudy

Product Specialist

Wealthbox

“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”

Shuang Chen

CEO, RightCapital

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