5 Wealthbox Configurations Power Users Love

The most effective Wealthbox users are not just using features. They are configuring their CRM to match how their firm actually operates. In this webinar, we’ll walk through five practical configurations that help teams stay organized, improve visibility, and keep work moving without extra effort. From client reviews to compliance tracking, you’ll see how small setup changes can make a big impact on your day-to-day workflows. Whether you are looking to streamline operations, stay on top of key milestones, or get more out of your data, this session will give you ideas you can put into practice right away.

This webinar will cover:

1. How to use workflow milestones and actions to manage client reviews more effectively
2. Ways to build dashboards to track RMDs, birthdays, catch-up contributions, and review schedules
3. How to set up teams to manage client service and operations queues
4. One additional power user configuration to improve visibility and keep your team aligned