recorded Webinar Best Practices

Streamline Your Practice with RightCapital + Wealthbox

Presented by

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:

  1. How RightCapital and Wealthbox simplify your tech stack and streamline your practice.
  2. How advisors use these tools to reduce administrative tasks and focus on client engagement.
  3. Proven strategies to drive practice growth with an integrated tech stack.

Speakers

Ted Denbow

VP of Sales

RightCapital

Chris Kopanski

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

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