recorded Webinar Integration Demos

How Riskalyze + Wealthbox Work Magic for Advisors and Their Clients

Presented by

Watch this previously-recorded live webinar to see how the integration between Riskalyze and Wealthbox helps advisors tailor client investments based on risk tolerance. This webinar will cover:

  1. How the Riskalyze platform enables firms to measure client risk tolerance, and then use that data to better serve clients and increase AUM.
  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 Riskalyze + Wealthbox integration works and allows advisors to view Riskalyze client information in Wealthbox.
  4. The benefits of the Riskalyze and Wealthbox integration, and how to get started with ease.

Speakers

Jayden Newbury

Senior Account Executive

Riskalyze

Steve Carroll

Head of Product

Wealthbox

“Simplicity in the relationship management experience of Wealthbox combined with the fearlessness in the investing experience made possible by Riskalyze is a big win for advisors and their clients.”

Steve Carroll

Head of Product at Wealthbox

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