You get to create different calendars and use customized colors in one view with simple permissioning in the Wealthbox calendar.
Want to export your calendar entries to Outlook or another calendar tool? It’s no problem with the simple iCal integration.
Wealthbox provides full, 2-way import/export syncing with Google Calendar.
Enjoy the 2-way sync between Wealthbox and Outlook calendar hosted on Exchange and Office 365.
See for yourself why so many advisors easily switch to Wealthbox.