Automate Wealthbox Workflows with GReminders

For this community only: Wealthbox users who switch to GReminders in the month of September - GReminders will buy out your current scheduling software contract! Just reference this community group (RIA Operators) on signup!

GReminders is continuously updating our platform to serve Financial Advisors better. Automating Wealthbox Workflows seemed like a no-brainer! Now, you can launch your meeting workflows automatically, and the best part is, that it's done with a simple dropdown field making the automation easy!

Schedule with me HERE: https://app.greminders.com/c/xeaira/riaoperators to learn more about this update or for a FREE demo on GReminders!

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