Webinar: Introducing Customizable Dashboards in Wealthbox

Presented by


At Wealthbox, we constantly work to improve our product offerings and provide advisors with a time-saving CRM that they love. To uphold this commitment, we are excited to host a live webinar where we will showcase the benefits of our latest feature release: Dashboards. This feature allows advisors to gain valuable insights into large datasets through a customizable and easy-to-understand format.

Join product experts Steve Carroll and Chris Kopanski to learn more about:

  1. How to create and customize Dashboards in Wealthbox, and understanding the new Home menu navigation option.
  2. Exploring new “widgets” within Dashboards, and how advisors can customize them effectively.
  3. Guidance from the experts on how advisors can craft their own personalized dashboards to suit their unique needs.


Chris Kopanski

Sr. Product Specialist


Steve Carroll

Head of Product


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