recorded Webinar Integration Demos

How Advisors Use Wealthbox + Sora to Manage Liability

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Agenda

Join us for a previously recorded live webinar to see how advisors who use Wealthbox and Sora can leverage client liabilities to promote better planning strategies. This webinar will cover:

  1. How Sora’s AI-driven liability management and financing platform helps advisors maximize their clients’ net worth by understanding their liabilities and finding the best financing rates for them. 
  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 integration allows advisors to seamlessly pull contact data from Wealthbox into Sora’s platform to expedite onboarding.
  4. The benefits of the Sora and Wealthbox integration, and how to get started with ease.

Speakers

Siddhartha Oza

Co-Founder and CEO

Sora

Chris Kopanski

Sr. Product Specialist

Wealthbox

“Enabling independent advisors to support clients with their consumer and commercial lending needs has become even easier with Sora and Wealthbox. Our integration allows an advisor to quickly onboard clients to the Sora platform, get a complete view of their clients’ liabilities, and begin optimizing their clients’ net worth holistically.”

Siddhartha Oza

Co-Founder and CEO of Sora Finance

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