Recorded Webinar

Webinar: Introducing Customizable Homepages in Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

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.