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.
Get even more value from your Wealthbox report data by generating powerful visualizations - including bar, column, line, funnel, and donut charts.
Create and share custom dashboards to view your firm's key metrics in an instant and keep your colleagues informed.
Get started in 15 seconds.
Schedule it now with Team Wealthbox.