recorded Webinar Integration Demos

How Advisors Use Asset-Map and Wealthbox to Help Clients Visualize Decision Making

Presented by

Watch this previously recorded live webinar to see how the Asset-Map + Wealthbox integration helps clients visualize assets to drive informed decision making. This webinar will cover:

  1. 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.
  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 Asset-Map and Wealthbox integration allows advisors to quickly build household visuals within Asset-Map using Wealthbox contacts.
  4. The benefits of the Asset-Map and Wealthbox integration, and how to get started with ease.

Speakers

Seth Church

Wealth Advisor

Sound Foundation Wealth Advisors

Alison Susko

VP of Community

Asset-Map

Chris Kopanski

Sr. Product Specialist

Wealthbox

“Our integration partnership with Wealthbox addresses the increasing need for advisors to easily access client information at their fingertips to help them make good decisions and set new standards for the delivery of financial advice.”

Adam Holt

Founder and CEO of Asset-Map

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