Presented by
Join us for a previously recorded live webinar to see how enhancements to the Wealthbox + GReminders integration helps advisors streamline their processes with automation. This webinar will cover:
Speakers
Partner Relationship Manager
GReminders
Director of Business Development
Wealthbox
“GReminders builds our software for our customers and our integration with Wealthbox is a direct result of user requests. They love the powerful features of Wealthbox and the convenience and effectiveness of GReminders, so it was a natural decision for us to partner with Wealthbox and give our mutual users the best of both worlds.”
Mark Hill
Director of Marketing, GReminders