You can jump in and use it immediately with very little training. Ability to enter information in many different ways. Integrates with all of the other tech tolls in our practice.

I love the ability to customize workflow templates. It is constructive and an efficient way to mainstream directions to complete specific tasks, especially for new staff and interns.

We love its easy-to-use and intuitive interface. We have been using it for over two years. Wealthbox workflows have simplified our process for onboarding clients. We also love that it integrates with our main partners Schwab and Orion to provide a full picture of our clients' records when we need all the information in one place. It has also simplified our marketing. We regularly create updated reports and marketing lists using tags, or any other contacts information for birthdays, communications about specific interests, etc. All in all, very satisfied.