Workflow Webinar: Trade and Withdrawal Requests

Presented by

We host webinars centered around workflows as part of our Workflow Webinar series. In our third episode, we’re excited to showcase our Trade and Withdrawal request templates to help boost inbound customer service. Join us to learn more about:

  1. How and where advisors can access the Wealthbox Workflow Library.
  2. How advisors can easily duplicate and edit existing workflow templates, or create new workflow templates from scratch.
  3. How firms are using workflow templates to simplify their Trade and Withdrawal request processes.
  4. How Wealthbox Workflows provide advisors with a quick and easy way to make sure nothing slips through the cracks.


Diana Cabrices



Chris Kopanski

Sr. Product Specialist


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