What’s New in Wealthbox?

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Wealthbox continues innovating at a fast pace. We’ve released many new upgrades this year, particularly for larger RIA firms, 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. You’ll see…

  1. Demos of the latest new features and enhancements
  2. Demos of the latest new partner integrations
  3. A sneak peek at the Wealthbox product roadmap for 2023


Chris Kopanski

Sr. Product Specialist


Steve Carroll

Head of Product


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