Presented by
Watch this previously recorded live webinar to see how the integration between Betterment and Wealthbox helps advisors automate administrative tasks and build better portfolios. This webinar will cover:
Speakers
Senior Sales Manager
Betterment for Advisors
Sr. Product Specialist
Wealthbox
“We’re always looking for ways to automate back-office activities for our firm so we can spend more time with clients. The Betterment for Advisors integration helps us be more efficient by providing account information inside Wealthbox.”
Devon Klumb
CFP, Co-Founder of RhineVest