Crypto Recordkeeping Best Practices

As crypto becomes a more common part of client conversations and portfolios, many advisory firms are still trying to manage digital asset workflows across spreadsheets, disconnected notes, and scattered systems. That creates operational challenges, inconsistent documentation, and added compliance risk.

Join Turnqey and Wealthbox for this webinar focused on best practices for managing crypto-related client activity inside your CRM. We’ll explore how firms can create more organized workflows for documenting conversations, tracking follow-up tasks, centralizing records, and maintaining a clearer operational process as digital assets become a larger part of wealth management.

This webinar will cover:

1. Best practices for documenting crypto-related client activity and communications
2. Common recordkeeping and operational challenges firms face with digital assets
3. How advisors can use Wealthbox to centralize notes, tasks, documents, and ongoing client interactions
4. Ways connected workflows can improve organization and consistency across teams