Blog/ Product & Company

Enhancement: Blueleaf Snapshot in Wealthbox

September 3, 2014


In between version releases of Wealthbox (example: advancing from Wealthbox 1.4 to version 1.5) typically associated with a new feature release are literally hundreds incremental upgrades and enhancements – new and improved versions of Wealthbox. As an agile developer, the Gotham Tech Labs development team, makers of Wealthbox CRM and Wealthbase, releases at least once and sometimes two or three times each day a new version of Wealthbox that has design improvements, bug fixes, new features and enhancements.

A recent enhancement that caught our customers’ attention is with our integration partner, Blueleaf. We quietly released it a few days ago. In addition to having a deep link on a Wealthbox client record page to the corresponding account for a client in Blueleaf, Wealthbox users can now view a snapshot of a client’s account values and total AUM, easily viewable on the contact record page in Wealthbox. This is helpful so advisors can have an at-a-glance view without leaving the client page in Wealthbox. A simple enhancement that yielded some customer praise as seen in the responses shown.


“Wealthbox is the CRM I’ve been waiting for. It’s so easy to use and powerful, and hits all the right notes for financial advisors. This is my 3rd CRM in 3 years, and I’ve finally found the right solution. The new integration with Blueleaf is amazing. Stellar execution. This is exactly why I switched to Wealthbox.” Greg Brown, Pathway Planning

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