Advanced Reports
Reports Engine
Advanced CRM Reporting
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.
