Task Management

Task Inbox

Stay organized and keep your practice in order.

Create tasks and link them to contacts or financial advisory opportunities. Assign tasks to coworkers and track progress.

Project Management

Planning something? Collaborate and track your project with ease.

Keep everyone in sync on project initiatives within your firm with the simple, lightweight project management feature within Wealthbox.

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Not sure? Join a live demo.

Schedule it now with Team Wealthbox.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.
Sign Up for a Demo Amber, Team Wealthbox