Thursday, May 2, 2024 at 2:00 PM ET
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Join us for a 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 will cover:
Speakers
Vice President, Advisor Solutions
Andes Wealth
Product Specialist
Wealthbox
“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