Presented by
Speakers
Head of Product Partnerships
Wealthbox
Director of Business Development
Wealthbox
“We are proud to have Wealthbox as a long-time participant in the Schwab Advisor Services 3rd Party Integration program. Their innovation has allowed advisors to digitally deliver an experience that best supports their clients and continues to drive firm growth. Wealthbox’s convenient Digital Account Opening and Account-view features are the type of functionality that advisors continually tell us they need to effectively and efficiently serve clients.”
Alison Dooher
Head of Schwab Digital Advisor Solutions