Webinar: Introducing Customizable Homepages in Wealthbox

Presented by

We released a new homepage design: Yours!

Join us for a previously recorded webinar about the new Customizable Homepages in Wealthbox. This design layout feature allows you to tailor your Wealthbox homepage to fit your specific needs, offering a more personalized and efficient way to manage your clients.

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

  1. Widgets and Dashboards: Add widgets to your homepage to build a dashboard tailored to your needs.
  2. Layout Options: Explore the three layout options—Classic, Hybrid, and Dashboard—and learn how to create new layouts.
  3. Role-Based Customization: Create homepage layouts for Client Services, Compliance, and more.
  4. Display Activity Page: Enhance your overview by displaying the Activity page on your homepage.

Don’t miss this opportunity to enhance your Wealthbox experience with Customizable Homepages.


Chris Kopanski

Sr. Product Specialist


Steve Carroll

Head of Product


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