Blog/

Customizations

Set up Wealthbox to work the way you do.

May 19, 2020

Everyone’s practice operates a little differently. Wealthbox has a range of customizable options to allow you to get the most out of CRM.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo