Archive

  2. Google Calendar Integration

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    Wealthbox provides full, 2-way import/export syncing with Google Calendar.

  3. Outlook Calendar Integration

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    Enjoy the 2-way sync between Wealthbox and Outlook calendar hosted on Exchange and Office 365.

  4. Workflows

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    When a certain event occurs, like meeting a new referral, you can set up an automated workflow associated with this new contact to ensure you and your group are following up with the right actions. Checklist or sequential options. Easy.

  5. Customizable Templates

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    Name your workflow and create custom templates. It can be a sequential workflow or a checklist that gets completed. Editing and coworker commenting allow collaborative flexibility to get work done with ease.

  6. Scheduling

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    Dynamically schedule workflows in Wealthbox, and have due dates projected out in time. This flexibility in Wealthbox allows advisors to manage their work and collaborate as a team with efficiency. It’s about time – yours.

  7. Outcomes

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    Outcomes on steps allow you to create flexible workflows by going to a step, restarting the step on a given date, or completing/restarting the workflow. Make the workflow work for you.

  8. Team Stream

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    Share CRM activity updates in a live, real-time stream to keep track of what’s happening and communicate with your partners and assistants.

    “The utility of the social activity streams evident in Wealthbox CRM establishes a new bar to which other CRMs can aspire.”
    Bill_winterberg

    Bill Winterberg

    RIA industry expert

  9. @-Mentioning Shortcuts

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    Right from the “publisher” on the dashboard you can “@-mention” a contact name and add a note – without deep-linking to a contact record page. Simple and efficient.

  10. Social Feeds

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    Is a prospect asking for advice about a 401K plan? Has a client posted a job change on Twitter? Stay contextually relevant in your relationships and build new ones.

  11. Emoji Messaging

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    Advisor Team Spirit: Add flavor to CRM updates and staff communication with emojis in Wealthbox’s activity stream and commenting system. 😀

  12. Compliant Note Archiving

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    Edit or enhance notes and have archived note versions stored in Wealthbox for total compliance. Time stamps and user information for each variation provides simple and comprehensive review.