Webinar: How Advisors Use Wealthbox + Andes for Enhanced Client Servicing

Presented by

Join us for a previously recorded live webinar to see how advisors who use Wealthbox and Andes Wealth Technologies can easily sync client information and manage data across both platforms. This webinar covers:

  1. How Andes equips advisors to deliver personalized financial advice with their risk tolerance, behavioral finance, and Investment Policy Statement (IPS) solution.
  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 integration allows advisors to easily sync client data between Andes and Wealthbox to manage data across both platforms.
  4. The benefits of the Andes and Wealthbox integration, and how to get started with ease.


Nate Lukow

Vice President, Advisor Solutions

Andes Wealth

Jenna Ghibaudy

Product Specialist


“Andes is excited to partner with Wealthbox to bring investor risk and behavioral data to Wealthbox so advisors have a holistic view of their clients.”

Helen Yang

Founder & CEO, Andes Wealth Technologies

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