Admin & Customizations

Wealthbox, custom for your firm.

Customize your CRM with custom fields, layouts, navigation, permissions, and more.
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A CRM built around your firm.

Wealthbox gives administrators the tools to create a CRM experience that works the way their firm does.

WHEN YOUR Process is unique

Make Wealthbox your own.

Customize fields, layouts, and navigation so your team works with information that’s relevant to your business.

WHEN YOUR TEAM GROWS

Manage users with confidence.

Configure permissions, workspace settings, and access controls that scale as your firm adds advisors and staff.

WHEN BUSINESS EVOLVES

Adapt without starting over.

Update customizations, create new record types, and refine your CRM as your firm’s needs change.
CUSTOM FIELDS

Capture the information that matters.

Create custom fields for contacts, opportunities, projects, and more so your CRM reflects the data your firm actually tracks.

  • Add custom fields across key record types
  • Capture firm-specific client information
  • Organize data your way
CUSTOM OBJECTS

Model your business beyond standard CRM records.

Create custom objects for the relationships, processes, and information unique to your firm, all fully integrated throughout Wealthbox.

  • Build custom record types
  • Connect custom objects to existing records
  • Extend Wealthbox to fit your business
CUSTOM NAVIGATION

Put your most-used tools first.

Customize navigation, simplify menus, and give every user faster access to the features they use most.

  • Reorder navigation items
  • Customize menu organization
  • Create a cleaner workspace experience
PERMISSIONS

Control access, your way.

Configure permissions that determine who can view, edit, and manage records across your organization.

  • Flexible role-based permissions
  • Record-level access controls
  • Secure collaboration across teams

Explore more Wealthbox capabilities.

Security & Compliance

Security & Compliance

Protect client data with enterprise-grade security, flexible permissions, and compliance-ready controls designed to help advisory firms work securely and confidently.

Learn more Contact Management

Contact Management

Organize client details, communication history, financial data, and household relationships in a single, searchable hub, so nothing falls through the cracks.

Learn more Dashboards & Reporting

Dashboards & Reporting

Build custom reports, visualize key metrics, and generate reports with AI to better understand your business and make informed decisions.

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Get a personalized demo of Wealthbox.

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