Getting Started in Wealthbox
Amber avatar
Written by Amber
Updated over a week ago

Below are a few pieces of information to get you and your team started in your new Wealthbox account.

  • Users - Invite your users. Keep in mind, when you invite each user, you have the option of granting "Admin" and/or "Exporting" privileges. An Admin can do everything except access the billing page (only the account owner can manage the billing).

  • Security - You may want to enable the extra security features… the 2-factor authentication for extra security and/or set a session time out for the users.

To get the most out of Wealthbox you may want to consider the following to help your firm become more efficient with your processes. These customizations can be added at any time, but we recommend implementing these best practices when you begin using


Customizations in Wealthbox:

  • Note Templates - ideal for consistent note taking and to hold you accountable for common details you need to add to your notes.

  • Task Templates - helpful for repeatable tasks so you don't need to recreate the details

  • Email Templates - Whether it's an appointment reminder you send out frequently or a monthly newsletter, an email template will save you time.

  • Workflow Templates - Perfect to outline your daily processes and activate to guide you through each step.

  • Opportunity Pipelines - Customize the stages you follow to easily track each opportunity through to a "won" opportunity.

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