Modern Custody Meets Modern CRM: A Webinar on the Integration of Altruist + Wealthbox

Presented by

Join this live webinar to see how improvements to the Wealthbox + Altruist integration helps deliver better experiences to advisors and their clients.

Altruist Financial LLC member SIPC

“Partnering with Wealthbox is a direct result of listening to advisors' needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”

Jason Wenk

CEO of Altruist

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