Upcoming Live Webinar: How Advisors Use Asset-Map and Wealthbox to Help Clients Visualize Decision Making
Join us for a live webinar to see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision-making. This webinar will cover:
How Asset-Map’s platform allows advisors to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.
How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
How the Asset-Map and Wealthbox integration allows advisors to quickly build household visuals within Asset-Map using Wealthbox contacts.
The benefits of the Asset-Map and Wealthbox integration, and how to get started with ease.