Today we’re happy to announce a new and helpful resource for Wealthbox users: How-To Videos!

We now have a searchable catalog of how-to videos that will help advisors get the most out of Wealthbox. An initial batch of 100 videos is now available, and we’ll be constantly adding more how-to videos as Wealthbox continues to release new features and integrations along our product roadmap.

The Wealthbox product specialists are here to help!

These how-to videos are now available on our website and cover a range of topics aligned with the CRM components in Wealthbox. For instance: contacts, tasks, workflows, opportunities, customizations, and more are now available to view and share among advisor teams. Each video is short and concise to get the answer to what a user needs, fast.

The how-to videos page is also searchable, making it even easier to find the right answer to your question. See below when entering the keyword “user.”

In addition to the how-to videos, Wealthbox offers other helpful resources such as live and recorded webinars, live demos, informative integration pages, a knowledge base help center, a product blog, data migration services, and a live help desk for one-on-one assistance to help our customers and their clients succeed.