live Webinar Integration Demos

Maximizing Efficiency with LPL ClientWorks + Wealthbox

Thursday, Apr 9, 2026 at 2:00 PM ET

Sign Up Now

Presented by

Advisors using LPL ClientWorks need seamless access to account data while keeping workflows efficient. This webinar will demonstrate how Wealthbox’s integration with ClientWorks enables real-time, two-way syncing of account information, streamlining client management and reducing manual data entry. Attendees will see best practices for leveraging the integration to enhance collaboration, improve accuracy, and save time across the advisory team.

This webinar will cover:

  1. How the two-way sync keeps client account data accurate and up-to-date
  2. Strategies to streamline workflows and reduce administrative tasks
  3. Best practices for using Wealthbox CRM to collaborate across your team
  4. Tips for maximizing efficiency and oversight with ClientWorks data inside Wealthbox

Speaker

Chris Kopanski

Head of Customer Education

Wealthbox

“CRM is an important part of an advisory firm’s operations, powering everything from internal collaboration to client service to record-keeping and compliance. By integrating Wealthbox and ClientWorks, we are giving advisors more choices to select the right technology to provide superior client experiences and grow their businesses.”

Sumeer Kapila

Vice President of Product Management at LPL Financial