How Advisors Use the Summit + Wealthbox Integration to Increase Efficiency and Build Better Relationships

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Join us for a previously recorded live webinar to see how the Summit + Wealthbox integration helps advisors build meaningful relationships and work more efficiently. This webinar will cover:

  1. How Summit’s portfolio management platform, AdvisorOS, unlocks efficiency, growth, and deeper relationships with clients for advisors.
  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 a range of basic to customizable, firm-specific, client relationship data from Wealthbox with portfolio management data in Summit.
  4. The benefits of the Summit and Wealthbox integration, and how to get started with ease.


Erin Colledge

Head of Product


Reed Colley

CEO & Co-Founder


Andrew Ladwig

Director of Business Development


“This integration between Summit and Wealthbox elevates key relationship data alongside key client, business and portfolio data. Advisors can effortlessly find and use the tools, data, and workflows they need to do their job most effectively.”

Reed Colley

CEO & Co-Founder at Summit

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