Watch this live webinar to see how the Wealthbox + MoneyGuide integration helps advisors seamlessly initiate the financial planning process. This webinar will cover:
- How MoneyGuide’s platform helps drive goals based planning and transform how clients view their financial future.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the integration between MoneyGuide and Wealthbox allows users to access MoneyGuide data from Wealthbox for easy account look up and single-sign-on.
- The benefits of the MoneyGuide and Wealthbox integration, and how to get started with ease.
