Wednesday, Feb 12, 2025 at 2:00 PM ET
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Discover how RightCapital and Wealthbox simplify the tech stack for financial planners by covering most of their practice’s needs. Learn how these tools streamline operations, reduce administrative burdens, and drive growth. Join RightCapital and Wealthbox for an in-depth look at how these solutions can transform your practice.
This webinar will cover:
Speakers
VP of Sales
RightCapital
Sr. Product Specialist
Wealthbox
“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”
Shuang Chen
CEO, RightCapital