Watch this recorded webinar to see how the Wealthbox + Schwab Advisor Services™ integration just got better! This webinar will cover:
- How integration improvements to the Schwab Advisor Center sign-on process help advisors save time when opening new accounts.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- The benefits of the Schwab Advisor Services™ and Wealthbox integration, and how to get started with ease.
