How Advisors Use Wealthbox + OnBord to Streamline Client Onboarding

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Join us for a previously recorded live webinar to see how advisors who use Wealthbox and OnBord can quickly collect and enter client information utilizing the OnBord interview form. This webinar will cover:

  1. How OnBord revolutionizes the client onboarding process for wealth management firms by simplifying the collection, processing, and utilization of client data.
  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 collect data within the OnBord interview form and sync it with Wealthbox Contact Records.
  4. The benefits of the OnBord and Wealthbox integration, and how to get started with ease.


Jake Mingione

Vice President of Business Development


Jenna Ghibaudy

Product Specialist


“Our integration with Wealthbox underscores our commitment to empowering wealth management firms with cutting-edge technology. By seamlessly connecting our data gathering process with Wealthbox's robust CRM platform, we're enabling our clients to elevate their efficiency and focus on what truly matters – building meaningful relationships and delivering exceptional financial services.”

Nick Bernardo

CEO and Founder of OnBord

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