Home office & Remote Teams | Wealthbox CRM


Home office & Remote Teams

November 9, 2021

Multiple CRM Workspaces

Monitor remote team activity from the office and collaborate with advisor teams and staff. The simple drop-down menu allows the home office to switch between different firms’ workspaces, providing flexible data management for centralized offices and distributed teams.

Stay updated. Get the Wealthbox newsletter.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo