Presented by
Agenda
Join us for a previously recorded live webinar to see how the integration between Envestnet | Tamarac + Wealthbox allows advisors to access their clients’ Tamarac financial accounts from within Wealthbox. This webinar will cover:
Speakers
Vice President, Product Development
Envestnet | Tamarac
VP of Enterprise Sales
Wealthbox
“We're thrilled about the possibilities that the Wealthbox integration brings to our users.”
Dan Miller
Vice President, Product Development Envestnet | Tamarac