Wealthbox in Canada: What Advisors Need to Know

Wealthbox is coming to Canada – bringing our #1-rated CRM solution to the Canadian financial advisor market. With in-country AWS hosting, Wealthbox ensures compliance with Canadian data regulations while delivering fast, secure, and intuitive CRM functionality. Join us to learn how Wealthbox’s expansion supports Canadian wealth management firms with seamless workflows and powerful integrations.

This webinar will cover:

1. Wealthbox’s expansion into Canada and what it means for advisors
2. The benefits of in-country AWS hosting for data security and compliance
3. Key CRM features designed to enhance advisor collaboration and efficiency
4. How Canadian firms can get started with Wealthbox