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What is an opportunity?
What is an opportunity?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Opportunities in Wealthbox allow you to track various financial advisory client engagements to build your book of business. An opportunity could be an Annuity, Retirement Plan, or 401k, for example, that you are working on for a company or individual. Wealthbox allows users to differentiate and track the AUM, Commission, and Fee associated with opportunities.ย 

You can choose between the Pipeline, List or Graph view to track your Opportunities.


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