Partnership Time: Dan Ferranti, CTO of Wealthbox with WIS executives Wendy Rea and Rinaldo Ritonga at WIS headquarters in Pasadena, California

Wealthbox is pleased to announce a partnership with Western International Securities (WIS), a leading independent broker-dealer based in Pasadena, California. Recently announced by WIS, Wealthbox CRM technology will now be offered to its advisor teams nationwide via the WIS advisor platform.

WIS and Wealthbox will be hosting a joint webinar and Wealthbox demo on December 5, 2019 at 12pm PCT for guest advisors. Interested advisors can register here for the webinar.

WIS will also take advantage of new “home office” features being released by Wealthbox that allow WIS to better manage and service its affiliated advisors and improve collaboration.

“Wealthbox is known for its ease of use combined with powerful features and this will help our advisors run their practices with streamlined efficiency.”

—Rinaldo Ritonga, Chief Information Security Officer & Director of Technology at WIS

Rinaldo Ritonga, Chief Information Security Officer & Director of Technology at WIS said,  “We’re excited to offer Wealthbox to WIS Advisors. Wealthbox is known for its ease of use combined with powerful features and this will help our advisors run their practices with streamlined efficiency.”

Interested in learning more?

Sign up now to the WIS + Wealthbox webinar that will feature a demo of Wealthbox CRM on December 5, 2019 at 12pm PCT for guest advisors. Register here.