recorded Webinar Integration Demos

How Advisors Who Custody with Betterment Use Wealthbox to Power Growth

Presented by

Watch this previously recorded live webinar to see how the integration between Betterment and Wealthbox helps advisors automate administrative tasks and build better portfolios. This webinar will cover:

  1. How Betterment for Advisors can help advisors scale their practices with cutting-edge technology.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the Betterment + Wealthbox integration allows advisors to view Betterment client account balances and details directly from Wealthbox.
  4. The benefits of the Betterment and Wealthbox integration, and how to get started.

Speakers

Alison Considine

Senior Sales Manager

Betterment for Advisors

Chris Kopanski

Sr. Product Specialist

Wealthbox

“We’re always looking for ways to automate back-office activities for our firm so we can spend more time with clients. The Betterment for Advisors integration helps us be more efficient by providing account information inside Wealthbox.”

Devon Klumb

CFP, Co-Founder of RhineVest

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