Wealthbox is built with a powerful yet simple to use “reports engine” that allows advisors to dynamically generate and save customized CRM reports for better analytical insight into their practice.
Users can create templates – with multiple and various “criteria patterns” – and run their own customized reports on-demand to dig deeper in the underlying data for analysis. Easy exporting to Excel/CSV and made available to print, too.
Get started in 15 seconds.
Schedule it now with Amber.