Today Wealthbox introduces Custom Objects, a new feature that lets firms create entirely new record types beyond contacts, opportunities, or projects, built around the workflows and data your business actually needs.
Whether you’re tracking insurance policies, real estate holdings, compliance reviews, or data flowing in from a third-party integration, Custom Objects gives you the structure to manage it inside Wealthbox without workarounds or external tools.
A More Flexible CRM Experience
Custom Objects allow firms to create entirely new record types directly within Organization Settings. Admins can define object names, create custom fields, configure record relationships, customize list views, and control workspace visibility.
The new functionality includes:
- Custom record types tailored to firm-specific workflows
- Flexible field creation using existing Wealthbox field types
- Customizable table views and record layouts
- Relationship mapping between custom objects and contacts
- Workspace-level visibility controls
- Record management directly from contact records
- Bulk creation and updating via CSV import workflows
For example, an advisory firm might build a custom object to track client financial goals or insurance policies.
Personalized Navigation
To make custom objects even easier to identify, firms can select custom icons for each object they create. Whether you’re managing policies, service requests, or estate plans, custom icons provide a more intuitive navigation experience and help teams quickly distinguish between different record types at a glance.
Built to Work Alongside Your Client Data
Custom Objects integrate naturally into the existing Wealthbox experience. Relationship fields connect records directly to contacts, making related information accessible within the contact record itself.
Each custom object also receives its own dedicated navigation area and customizable “All Records” view, allowing teams to organize and manage operational data in a structured way.
Admins can additionally control which Workspaces have visibility into each object, helping firms manage operational separation across teams or business units.
Enterprise Flexibility Without Enterprise Complexity
Wealthbox designed Custom Objects to give firms Enterprise-level customization capabilities while remaining approachable for everyday users.
Custom objects are especially valuable for larger advisory firms, insurance organizations, hybrid businesses, and enterprises managing specialized operational workflows that extend beyond traditional CRM data structures.
Get Started
Custom Objects are available on Pro, Premier, and Enterprise plans.
This release represents an important step toward making Wealthbox more adaptable to the unique workflows and operational needs of growing firms. By allowing teams to create and manage their own record types, Custom Objects help bring more of a firm’s business processes into a single, connected platform. Wealthbox will continue to expand Custom Objects with additional capabilities, including formula fields and enhanced relationship functionality in future releases.
