What’s New in Wealthbox? A Fun & Fast Webinar On Hot New Features & Integrations

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Wealthbox continues innovating at a fast pace. We’ve released many new upgrades this year and we want to help financial advisors and the wealth-tech community get up to speed on our latest product offerings.

Join product experts Steve Carroll and Chris Kopanski for a fun and fast webinar as they showcase the new features of Wealthbox. This webinar will cover:

  1. The newest Wealthbox features released in 2023 and why advisors love them.
  2. A list of the new integrations added to our ever-growing roster and the benefits of integrating with our partners.
  3. A review of organizational improvements made so we can continue to offer a customer service experience unlike any other.
  4. A sneak peek at the Wealthbox product roadmap for 2024.


Chris Kopanski

Sr. Product Specialist


Steve Carroll

Head of Product


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