AI for Reports
Comments Off on AI for ReportsCreate a comprehensive report in seconds, eliminating the need for manual data entry and complex formatting.
Create a comprehensive report in seconds, eliminating the need for manual data entry and complex formatting.
Create and share custom dashboards to view your firm’s key metrics in an instant and keep your colleagues informed.
Get even more value from your Wealthbox report data by generating powerful visualizations – including bar, column, line, funnel, and donut charts.
Wealthbox Mail provides a two-way sync with your inbox, letting you send and receive emails without leaving Wealthbox.
In an email, you can create a task, schedule an event, start a workflow, create an opportunity, or set a reminder that links to related CRM components in Wealthbox.
Your advisor teams can add a shared email address, such as Contact@CompanyName.com, for easier visibility and collaboration among teams.
Select multiple contacts grouped by tags and send a broadcast email template to schedule a meeting or notify your clients of an important update.
Customize and brand your email templates for routine communication with your contacts using mail merge tags. You can also use themes for consistent branding of your header and footer.
Our application traffic runs entirely over 256-bit encrypted SSL (https). Passwords are hashed before storing using bcrypt with a cost factor of 10 and application credentials are kept separate from the database and our code base.
In addition to your username and password, you can enter a code from your mobile phone, adding a extra layer of security for your account.
Set the session timeout to your preference which will automatically logout a user when there’s no activity.
Wealthbox is designed with various personas that reflect how financial advisors deploy, manage, and operate CRM systems. Permissioning and administrative privileges are easy to configure.