How Advisors Use Wealthbox + Morningstar Office for Optimal Portfolio Management

Wednesday, Apr 17, 2024 at 2:00 PM ET

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Join us for a live webinar to see how advisors who use Wealthbox and Morningstar Office can easily access clients’ financial accounts within Wealthbox. This webinar will cover:

  1. How Morningstar Office equips advisors with comprehensive portfolio management tools, enhancing their ability to understand investment performance, allocation, fees, and risk factors.
  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 allows advisors to easily access Morningstar Office financial account information within the Wealthbox Contact Record.
  4. The benefits of the Morningstar Office and Wealthbox integration, and how to get started with ease.

Speakers

Darryl Manuel

Business Development Executive

Morningstar Wealth

Andrew Ladwig

Director of Business Development

Wealthbox


“The Wealthbox user experience and satisfaction ratings speak for themselves, and we know many of our clients will be thrilled to hear the integration is now available.”

Vincent Florack

Director of Strategic Partnerships, Morningstar Wealth