Live Webinar Ended
Product Updates
Cross-Workspace Reporting: Firmwide Visibility Across Every Workspace
Thursday, July 2, 2026 @ 2:00 PM ET
PRESENTED BY
ABOUT THIS WEBINAR
As your firm grows, so does the need for visibility beyond a single workspace. Join us for a live walkthrough of Cross-Workspace Reporting and learn how authorized home office users can analyze data across every active workspace, uncover firmwide trends, and build dashboards that provide a complete view of organizational performance, all from the Organization section in Wealthbox.
This webinar will cover
- 1 Creating cross-workspace reports to analyze data across every active workspace
- 2 Building dashboards that visualize firmwide performance with charts, graphs, and key metrics
- 3 Exporting organization-level data for additional analysis and reporting
- 4 Managing permissions and access for cross-workspace reporting and dashboards
SPEAKERS
Christian Kirchoff
Team Lead of Customer Success
Wealthbox
Jomin Bishop
VP of Enterprise Sales
Wealthbox