Portfolio Views, Workflows, and Schwab Integration in Wealthbox

Join Schwab and Wealthbox for a live walkthrough of how advisors can streamline day-to-day operations with connected workflows, integrated portfolio visibility, and Schwab custodial data directly inside Wealthbox.

In this session, we’ll demo how advisors use Wealthbox and Schwab together to reduce context switching, improve operational efficiency, and create a more connected client experience. From viewing account and portfolio information inside the CRM to automating operational workflows and launching Schwab actions directly from Wealthbox, you’ll see how the integration helps advisors stay organized and move faster throughout the day.

Whether your team is looking to simplify operations, improve advisor workflows, or get more value from your CRM and custodian technology, this session will showcase practical ways to create a more seamless experience across your tech stack.

This webinar will cover:

• How advisors use Schwab portfolio and account views directly inside Wealthbox
• How workflows help automate operational processes tied to Schwab activity
• How contact actions streamline common Schwab-related tasks and workflows
• High level overview of the Schwab Digital Onboarding Tool
• How Wealthbox’s “social CRM” design helps teams collaborate more efficiently
• Best practices for creating a more connected advisor and client experience

Whether your team is looking to simplify operations, improve advisor workflows, or get more value from your CRM and custodian technology, this session will showcase practical ways to create a more seamless experience across your tech stack