recorded Webinar Integration Demos

Maximizing Client Insights with Addepar + Wealthbox

Presented by

Discover how the Wealthbox and Addepar integration enhances client portfolio management. Advisors can see summarized details from Addepar for a client’s portfolio, including asset class, value, and percentage of the portfolio. Access linked Addepar clients directly from Wealthbox contact pages and manage them seamlessly within Wealthbox.

This webinar will cover:

  1. How to view client portfolio details directly in Wealthbox
  2. The benefits of data aggregation and portfolio reporting for better decision-making
  3. Best practices for managing Addepar-linked clients within Wealthbox
  4. How the integration enhances client insights and workflow efficiency

Speakers

Graham Stebbins

Sr. Account Executive

Addepar

Bobby Howell

Senior Product Specialist

Wealthbox

Andrew Ladwig

Director of Business Development

Wealthbox

“Addepar is excited to partner with Wealthbox to provide aggregated and verified data to Wealthbox so that advisors can reference portfolio information and easily link back to the Addepar platform for further analysis. Wealthbox has done a great job building an intuitive user interface for advisors to manage their current clients and prospect new business.”

Blake Rose

Senior Global Partnerships and Alliances Manager, Addepar

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