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The Wealthbox Blog

Product Updates, Customer Stories, and Market Musings

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Feature Enhancement: Group Report Rows by Date Fields
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Feature Enhancement: Assign Workflow Steps to Teams
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Introducing the Wealthbox Library of Workflows
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New in Wealthbox: How-To Videos
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New in Wealthbox: Task Templates with Dynamic Role Assignments
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Feature Enhancement: View All Emails on a Contact Record
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Wealthbox Expands Leadership Team with Key Hires
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New Feature: Task Templates
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New Feature: Report Calculations
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New Feature: Share a Contact on iOS
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Feature Enhancement: Group Report Rows by Fields
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Feature Enhancement: Manage Repeating Tasks
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