The Calendar in Wealthbox

Individual and Group Calendaring

One place to manage different schedules.

You get to create different calendars and use customized colors in one view with simple permissioning in the Wealthbox calendar.

iCal Integration

Connect Wealthbox to the calendars of your choice.

Want to export your calendar entries to Outlook or another calendar tool? It’s no problem with the simple iCal integration.

Google Calendar Integration

If you love using Google, you’ll love this integration.

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

Outlook Calendar Integration

Sync your Outlook Calendar with Wealthbox.

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

Upgrade to Wealthbox

See for yourself why so many advisors easily switch to Wealthbox.

Amber, Team Wealthbox