A workspace in Wealthbox CRM enables a firm to separate data segments between different firms or advisor teams. Multiple workspaces allow firms to separate data to provide a higher level of security by allowing firms to choose which users have access to each workspace. Each workspace can be customized uniquely as they are separate databases. In addition, the home office can control which users have access to each workspace selectively.

Multiple workspaces, available with premier and enterprise plans, are an alternative to using visibility permissions to restrict data.