Workflow Webinar: Simplify Onboarding and Advice Delivery with Asset-Map

Presented by


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:

  1. The Workflow Libraries within Wealthbox.
  2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch.
  3. How firms are using Asset-Map’s Client Onboarding workflow to simplify their onboarding and advice delivery process.
  4. How workflows provide advisors with a quick and easy way to ensure nothing slips through the cracks.
  5. Getting started with the Asset-Map Client Onboarding workflow in Wealthbox.


Chris Kopanski

Sr. Product Specialist


Alison Susko

Director of Partnerships


“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

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