How Advisors Use Wealthbox + Morningstar Office for Optimal Portfolio Management

Join us for a previously recorded 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.