Live Webinar Ended

Inside the 2026 Wealthbox Roadmap for Multi-Team Advisory Firms

Wednesday, January 28, 2026 @ 2:00 PM ET

PRESENTED BY

ABOUT THIS WEBINAR

Join us for a live sneak peek webinar for larger advisory firms and broker-dealers evaluating Wealthbox.

We’ll share an early look at three product areas we’re putting in sharp focus for 2026: Cross-Workspace Reporting, Triggers & Automations, and Custom Objects. These aren’t the only enhancements coming—this session is simply focused on the capabilities that matter most when you’re running multiple teams, workflows, and workspaces. Attend this webinar for a practical walkthrough, examples of how firms will use these tools, and live Q&A.

This webinar will cover

1 How Cross-Workspace Reporting provides advisors with access to data across multiple workspaces within a single reporting interface
2 A preview of early insights into Triggers & Automations that help teams scale repeatable processes
3 How Custom Objects allow advisors to define their own data entities in Wealthbox to support unique workflows and reporting
4 How large firms can use these features to accelerate productivity in 2026

SPEAKERS

Chris Kopanski

Head of Customer Education

Wealthbox

Steve Carroll

Head of Product