The Wealthbox Blog

Product Updates, Customer Stories, and Market Musings

- Product & Company
New Feature: Teams and Task Assignments
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- Product & Company
New Feature: Customizing Custom Field Displays
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- Product & Company
New Feature: Workflow Assignments with Contact Roles
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- Product & Company
Wealthbox Announces 100 Integrations Milestone
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- Product & Company
Wealthbox Jumpstarts Partner Integrations with “Send To” Feature
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- Product & Company
Introducing Customized Contact Roles
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- Product & Company
Introducing Android Push Notifications
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- Product & Company
New in Wealthbox: Update a Single Occurrence of a Repeating Task
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- Product & Company
Enterprise Feature Upgrade: Customizable Activity Stream with User Filtering and Search
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- Product & Company
Wealthbox Announces $31 Million Equity Investment from Frontier Growth
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- Product & Company
New Enhancement: Workflow Milestones for Upcoming Dates
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- Product & Company
New Enhancement:
Bi-Directional Contact Relationships
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