How Advisors use the Blueleaf + Wealthbox Integration to Make Wealth Management a Breeze

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Join us for a previously recorded live webinar to see how improvements to the Blueleaf + Wealthbox integration allow advisors to access and make changes to CRM data from within the Blueleaf platform. This webinar will cover:

  1. How Blueleaf’s wealth management platform helps advisors simplify their practice through automation.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How enhancements to the integration now provide advisors visibility into Wealthbox client data from within the Blueleaf platform, in addition to the ability to add notes, contacts, and other data in Blueleaf that syncs back into Wealthbox instantly.
  4. The benefits of the Blueleaf and Wealthbox integration, and how to get started with ease.


Tim Minert

Executive Vice President


Jenna Ghibaudy

Product Specialist


Rebecca MacKenzie

VP of Product


“The Wealthbox integration with Blueleaf is amazing. Stellar execution. This is exactly why I switched to Wealthbox.”

Greg Brown

Pathway Planning

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