Workflows & Tasks

Nothing slips through the cracks.

Build repeatable, multi-step workflows for onboarding, reviews, and compliance, so nothing depends solely on your team’s memory.
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The processes you run, running themselves.

Consistent processes shouldn’t depend on your memory. Wealthbox turns your firm’s procedures into workflows that assign, remind, and track every step.

When a new client signs

Onboarding starts before you leave the room.

The welcome email goes out, account setup tasks land on the right desks, and the 30-day check-in is already on the calendar.

When review season hits

Every review runs the same way.

Your whole book moves through one checklist: nobody improvises, and no client falls behind because the calendar filled up.

When a teammate's out

Reassign open steps in one click.

The process keeps moving while someone’s on vacation, and nothing waits in an inbox until they’re back.
Workflow Templates

Design the process once.

A workflow is a sequence of steps: tasks, emails, events, and stage changes. Drag to reorder, set the delay between each step, and add conditional logic based on what happens. Build it once and it runs the same way every time. Customize it further whenever you need to evolve your process.

  • Drag-and-drop steps into any order
  • Delays in days, weeks, or to a fixed date
  • Conditional branches based on the outcome
Team Assignment

The right person, every time.

Assign each step to a person, a role, or whoever owns the contact. When someone’s out, reassign their steps in a click, so the process doesn’t stall and nothing lands in a black hole.

  • Assign by role: advisor, ops, or compliance
  • Route dynamically to the contact’s owner
  • One-click reassignment when plans change
Tracking & Visibility

See what’s done, and what’s stuck.

Track every workflow across the firm. Spot the steps that are overdue, measure how long each process really takes, and access the audit trail when compliance asks for it.

  • Completion dashboards by workflow and owner
  • Overdue step alerts before things slip
  • Timestamped activity history for compliance

Recurring Tasks

Set it once, never forget it.

Quarterly check-ins, annual reviews, monthly reconciliations. Schedule the tasks that come back on their own.

Reminders & Alerts

Nothing slips past a due date.

Owners get reminded before tasks are due, and overdue steps surface before they become problems.

Mobile

Keep things moving anywhere.

Check tasks, complete steps, and keep workflows running from the Wealthbox mobile app.

Explore more Wealthbox capabilities

Contact Management

Contact Management

Organize client details, communication history, financial data, and household relationships in a single, searchable hub, so nothing falls through the cracks.

Learn more Meetings & Calendar

Meetings & Calendar

Prepare for every client meeting with shared agendas, AI-powered meeting prep, collaborative notes, and follow-up that stays connected to the client relationship.

Learn more Opportunity Tracking

Opportunity Tracking

Track every opportunity from first conversation to closed business with a visual pipeline that keeps your team organized, focused, and ready for what comes next.

Learn more

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