Workflow Webinar: Simplify Onboarding and Advice Delivery with Asset-Map | Wealthbox CRM

Finance3/13/2024 6:00 PM

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Join us for a webinar focused on simplifying onboarding and advice delivery with Asset-Map in Wealthbox CRM. Learn about workflow libraries, duplicating and editing templates, using Asset-Map's Client Onboarding workflow, and more.


Chris Kopanski - Sr. Product Specialist, Wealthbox

Alison Susko - Director of Partnerships, Asset-Map


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Wealthbox CRM

Wealthbox CRM

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.