New to Wealthbox? Our Wealthbox 101 video series is designed to get each role in your firm up and running in no time.
Choose your role to get started.
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Account Owner
This video covers both end-user and admin capabilities, including importing data, configuring your workspace, and managing user access.
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Admin
This video covers workspace settings, as well as admin tools like templates, custom fields, and workflows to help standardize and streamline your setup.
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End-User
This video covers key features—like managing contacts and tasks, connecting your email, starting workflows, and more—to help you get the most out of Wealthbox.
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