Features for the Modern Financial Advisor

The Calendar in Wealthbox

Individual and Group Calendaring

One place to manage different schedules.

You get to create different calendars and use customized colors in one view with simple permissioning in the Wealthbox calendar.

events

events_ical_integrations

iCal Integration

Connect Wealthbox to the calendars of your choice.

Want to export your calendar entries to Outlook or another calendar tool? It’s no problem with the simple iCal integration.

Google Calendar Integration

If you love using Google, you’ll love this integration.

Wealthbox provides full, 2-way import/export syncing with Google Calendar.

google_calendar

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