Custom Objects: Track Anything Your Firm Needs, All in One Place

Every advisory firm has workflows, processes, and operational data that don’t always fit neatly into traditional CRM records.

Join the Wealthbox product team for a live walkthrough of Custom Objects, a powerful new capability that allows firms to create entirely new record types tailored to the way they do business. Whether you’re tracking insurance policies, trusts, estate plans, service requests, or other operational workflows, Custom Objects make it possible to bring more of your business into Wealthbox.

This webinar will cover:

1. How to create custom record types tailored to your firm’s unique workflows
2. How to add custom fields, layouts, and list views
3. How relationship tracking connects custom records to contacts
4. How workspace visibility controls help manage access across teams
5. How firms can use Custom Objects to replace spreadsheets and disconnected systems