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New Integration: Wealthbox + Betterment for Advisors
Join us for a live webinar to learn about the integration between Wealthbox & Betterment for Advisors. This new integration will allow Wealthbox users to view Betterment client account balances and details including positions and transactions – all from the Contact Record page in Wealthbox.

Mar 29, 2019 1:00 PM in Eastern Time (US and Canada)

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