live Webinar Integration Demos

How Advisors Use Envestnet + Wealthbox to Streamline Planning and Portfolio Management

Tuesday, Jul 29, 2025 at 2:00 PM ET

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Presented by

Discover how advisors are combining CRM and investment tools to deliver more value to clients. See how seamless access to account data and proposal workflows can simplify your day.

This webinar will cover:

  1. How Envestnet centralizes portfolio management, planning, and account aggregation
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
  3. How the integration enables single sign-on and real-time access to Envestnet data within Wealthbox
  4. The benefits of the Envestnet and Wealthbox integration, and how to get started with ease

Speakers

Stephen Mennella

Head of Product Management – Strategic Integrations

Envestnet

Jenna Ghibaudy

Product Specialist

Wealthbox

“Easy access to our proposal generation and account aggregation capabilities within the Wealthbox CRM platform can help advisors take their client relationships to the next level, and we look forward to seeing the impact of our integration.”

Stephen Mennella

Head, Product Management – Strategic Integrations, Envestnet