Features for the Modern Financial Advisor

Advanced Reports

Reports Engine

Advanced CRM Reporting

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.

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