recorded Webinar Integration Demos

Increase Efficiency with Fidelity Investments® Wealthscape℠ and Wealthbox

Presented by

Join us for a previously recorded live webinar to see how the Fidelity Investments’ Wealthscape and Wealthbox integration provides advisors with streamlined business processes and faster workflows associated with client management. This webinar will cover:

  1. How Fidelity Investments’ open brokerage platform, Wealthscape, can be used to help advisors scale their business for the future.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can use the integration to access a client’s Fidelity account information from within Wealthbox and take advantage of single sign-on access into Wealthscape from Wealthbox.
  4. The benefits of the Fidelity Investments® Wealthscape and Wealthbox integration, and how to get started with ease.

WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services, LLC (‘FBS’) and National Financial Services LLC (‘NFS’).

Fidelity Investments is an independent company, unaffiliated with Wealthbox. Fidelity Investments is a service provider to Wealthbox.  There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.  Fidelity Investments has not been involved with the preparation of the content supplied by Wealthbox and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1104838.1.0

Speakers

Christine Lyons

Director, Technology Consultant

Fidelity Institutional®

Andrew Ladwig

Director of Business Development

Wealthbox

“The innovative integration between Wealthbox and Fidelity’s Wealthscape ultimately saves our 800 nationwide advisors time that we can give back to our clients to better serve them.”

Jason Crump

Vice President, Brookstone Capital Management

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