Wednesday, Mar 5, 2025 at 2:00 PM ET
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Discover how advisors can seamlessly connect Wealthbox with TIFIN Wealth to generate personalized investment proposals in minutes. Learn how leveraging client data from Wealthbox enhances efficiency and ensures data integrity. Join TIFIN and Wealthbox for a live webinar showcasing this powerful integration.
This webinar will cover:
Speakers
Business Manager
TIFIN Wealth
Sr. Product Specialist
Wealthbox
“By partnering with a leading CRM like Wealthbox, we are streamlining the way our mutual users can send clients TIFIN Wealth’s user-friendly questionnaires to personalize investment proposals.”
AJ Boury
Chief Operating Officer, TIFIN Wealth