Everyone’s practice operates a little differently. Wealthbox has a range of options to allow you to get the most out of CRM, including customizable dashboards and homepages, templates for every area of your practice, and custom tags and fields.
Monitor remote team activity from the office and collaborate with advisor teams and staff. The simple drop-down menu allows the home office to switch between different firms’ workspaces, providing flexible data management for centralized offices and distributed teams.
It’s your data, not ours, and you should be free to easily import and export as you please. We will never lock you in and we have tools that facilitate migrations to and from Wealthbox.
Fully-featured RESTful API allows your programmers to interface to Wealthbox in a simple, secure, modern way. Access the API in both JSON and XML formats.
Lookup contacts, enter notes, schedule meetings, and see what’s happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.
Wealthbox is built with a powerful yet simple to use “reports engine” that allows advisors to dynamically generate and save customized CRM reports for better analytical insight into their practice.
Users can create templates – with multiple and various “criteria patterns” – and run their own customized reports on-demand to dig deeper in the underlying data for analysis. Easy exporting to Excel/CSV and made available to print, too.
Access, manage and share files with coworkers. Customized category labeling, user access permissions – it’s all here.
We’re partnered with the leading document management companies such as Dropbox, Google Drive, and Box.
View your opportunities by users, stages, and closing dates to see where you stand.
Enter notes, status updates, and customized stages about opportunities you have to grow your book of business.
Easily track and manage your customized opportunities with a kanban board interface.
You get to create different calendars and use customized colors in one view with simple permissioning in the Wealthbox calendar.