Presented by
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:
Speakers
Head of Product
Summit
CEO & Co-Founder
Summit
Director of Business Development
Wealthbox
“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