Presented by
Agenda
We host webinars centered around workflows as part of our Workflow Webinar series. In this episode, we’re excited to partner with Asset-Map to showcase their Client Onboarding workflow. Join us to learn more about:
Speakers
Sr. Product Specialist
Wealthbox
Director of Partnerships
Asset-Map
“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”
Adam Holt
Founder and CEO of Asset-Map